Estimated time: 4 min
This guide outlines the steps to upload, rename, merge, and associate documents in the Advocate Platform.
All Cases can house documents in their Documents tab. This allows for centralized access to and easy management of all case documents. Inside the Documents tab, any relevant documents can be uploaded, renamed, merged, and associated with Policies and Assets.
What You'll Learn
01 — Uploading Documents (Steps 1–4)
02 — Renaming Documents (Steps 5–6)
03 — Merging Documents (Steps 7–8)
04 — Associating Documents (Step 9)
Uploading Documents
Step 1: Click "Upload"
Click Upload in the top right of the Documents tab.
Step 2: Choose Files to Upload
Drag and drop your files, or choose files for upload.
Step 3: Select the Document Type
Select the Document type, and if applicable, select Extract document using AI.
Step 4: Complete the Upload
Click Upload documents.
Renaming Documents
Step 5: Select Rename from the Document Menu
Click the three dots next to the current document name and select Rename.
Step 6: Enter the New Name and Save
Fill in the new document name and click Save.
Merging Documents
Step 7: Select Merge into Document
Click the three dots next to the current document name and select Merge into Document.
Step 8: Choose the Document to Merge Into
The new document will appear on the left of the screen. Select the old document you wish to merge the new document into — the selected old document will appear on the right side of the screen.
When ready, click Merge Documents.
Associating Documents
Step 9: Associate the Document
Click the three dots next to the current document name, select Associate With, and check the box of the policy or asset the document should be associated with. Then click Save.
