How to work with documents

Just how easy it is to upload a document. Or open it your MS Word application. Bonus - all the previous versions are stored for you.

Pavel Krkoška avatar
Written by Pavel Krkoška
Updated over a week ago

Start by dragging documents from your PC to the case window. Drop them anywhere and they will start uploading (you can also upload whole folders like that).

Once they upload, hover your mouse over a document and click on the pencil icon. Documents will be opened in your word editing app (such as Microsoft Word).

Now, on every save of the document, it will be automatically stored back in SingleCase. You don't need to use the familiar Save as... as a new version will be created, keeping the history for you.

Note: on the first edit action, SingleCase will install a small service application to your computer.

When you double-click the document, its detail will be opened with information about all past edits, linked mails, tasks and reminders.

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