When you log into Equinox, you can save documents to any cases within your system.

There are several ways to do this:

• Upload Documents via Drag and Drop
• Upload Files via the ‘Add Documents’ Button
• Save a Document via the ‘Add Filenote’ Button
• Email Files to Equinox
• Save Documents Generated by Equinox
• Save Documents to Equinox using the Microsoft Office Plugin

Note: If the Workflow functionality is enabled within your Equinox system you may be prompted to upload documents automatically. This functionality is covered in more detail in the module ‘Workflows’.