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How to Upload Closing Documents to a Case

You can upload closing documents directly to a case in Case Xchange using the Documents tab. This helps keep all case-related files organized and easy to access.

Before You Begin

Before uploading documents, make sure you are logged in to Case Xchange and have opened the correct case.

Steps

  1. Log in to Case Xchange.
  2. Open the specific case where you want to upload the documents.
  3. Click the Documents tab.
    Screenshot 2026-05-21 111457

  4. Select Upload New.
    Screenshot 2026-05-21 111537.2
  5. Add the closing documents you want to upload.
  6. Wait for the upload to finish.
  7. Confirm the documents appear in the Documents section for the case.

Tips

  • Verify that you are working in the correct case before uploading documents.
  • Allow the upload to finish completely before leaving the page.
  • Review the uploaded files to confirm the correct documents were added.

Troubleshooting

If your documents do not appear after uploading:

  • Refresh the page and check the Documents tab again.
  • Confirm you selected the correct case.
  • Try uploading the files again if the upload did not complete successfully.

Result

Once the upload is complete, the closing documents will be stored in the case record and available from the Documents tab.