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How to send a note or file to …
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Last modified on 8/22/2011 11:29 AM by User.

How to send a note or file to the raPId portal

1. Open the relevant case in cManager and click the View Rapid Docs / Send Note button. This will only be available to cases active within the raPId portal.

 

2. cManager will contact the Portal and retrieve a list of documents and notes held on the portal. Once done, the following screen will be shown.

 

3. To Send a Note (Section 1 Above)

    Type the note details  and click the Send Note button

4. To send a Document (Section 2 Above)

   a. Select the file, by clicking the Select File button. This will open the case folder.

    b. Provide a description of the document

    c. Click the Send File button