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Working documents within cases

Posted on by 5

Hi, 

Is there a way to insert/attach a working template or document within a case and have it editable without having to download? The aim is to have a working document attached to a case that multiple people can open, make changes, close and anyone who views the case will be able to do the same. We don't want to have to download a document, amend, then re upload. 

Thank you

  • AriaConsulting Profile Picture
    AriaConsulting 2,651 on at
    RE: Working documents within cases

    Well, one possible solution that occurs to me would be to create a workflow to reassign the case (I assume you've already done that part) and to have the document in a SharePoint library with a iFrame added to the forms in the Case entities with the library settings set to force the document to open in the online Office App(s) (Word, Excel, etc.).  Create the files for that SPO doclib as templates for that doclib.  You may have to also use a PA Flow to change permissions for the documents when you move the Case from one team to another.

  • CPAYNESC Profile Picture
    CPAYNESC 5 on at
    RE: Working documents within cases

    We have scenarios where the case would need to start with one team and be reassigned to be completed by a different team and tasks are not appropriate to use in this instance.

  • AriaConsulting Profile Picture
    AriaConsulting 2,651 on at
    RE: Working documents within cases

    I assume this is for some sort of contract management use case?

  • Verified answer
    a33ik Profile Picture
    a33ik 84,321 Most Valuable Professional on at
    RE: Working documents within cases

    Hello,

    There is no such oob functionality but you can develop it.

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