Manage official documents

As a C-One Administrator, you can upload official documents into a document database. That database can then be used to spread these documents to your C-One users through Cases.

Cases in the C-One system have a menu tab for official documents so that important information is easily accessible for all users connected to the Case.

Note: Your role in the C-One system will decide whether you can upload official documents to C-One and Cases or not. Contact your employer if permission is needed. Read more about Roles in C-One HERE.

Create a document-tree

To upload an official document, enter the Admin-view of your SAM system.

You can create a document tree and use it as a sorting system for all official information.

• Click on the menu tab “Documents”

• Click the plus symbol under folders
• A new folder will be created, select the folder name
• To create a subfolder, select the desired folder and then click the plus symbol

• Delete folder by pressing the “Trashcan”-symbol and then confirm

Upload documents to your document tree

• Select the folder you want the document to end up in
• Click the plus symbol under document
• Select documents from your computer
• The document is now uploaded and ready to use.

Upload official documents to a Case

You can link the official documents uploaded to C-One to a selected case in your SAM-view

• Click on the menu tab “Cases”
• Select the Case to which you want to upload the document
• Click on the menu tab “docs” in the Case.

• Click the plus symbol in the lower right corner
• Select Folder, and then select the document you want to upload
• Click "OK"

• Delete document by pressing the “Trashcan”-symbol and then confirm