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Uploading Forms to Case Files
Uploading Forms to Case Files

How to I save my signed PDF forms in Parting Pro?

Will Chang avatar
Written by Will Chang
Updated over a week ago

Uploading your signed PDF forms to the corresponding case allows you to stay organized. Whenever you need to reference the forms, you can easily search for the case and look at the forms you've uploaded.

First, click on the Forms tab within the case: 

Scroll down to the Case files section at the bottom. To upload any forms you would like to have associated with the case (that haven't been sent using the Send or print feature), click on the green Upload button and upload any relevant PDF forms or images (photos, etc.) you want to attach to your case:

Once uploaded, you'll see the files in your Case files. To view the file, click on the green eye. To download the file, click on the icon with the downward arrow. To delete the file, click on the garbage can:

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