ImmCase user manual · Documents and applications

Keep a client's files in one place

Every client in ImmCase has their own folder, made for you the moment you create them. The File Manager tab on the client's record shows it: upload any document there, open it in one click, and find each case's files in their own folders below.

The client («Daniela Ruiz») and her bank statement in this guide are fictional; the document is a specimen.

On this page: Watch the video · Step by step · Good to know · PDF

Watch the video

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Step by step

1. Open File Manager

Open the client's record and click the File Manager tab.

1. Open File Manager

2. Folders made for you

The client's folder already has 00_agreements, Cases and Quotes. ImmCase files agreements, case documents and quotes there on its own.

2. Folders made for you

3. Upload a file

Click Upload File and choose the document on your computer.

3. Upload a file

4. It's on the client

The file is listed in the client's folder with its type, size and date, and stays there for the whole team.

4. It's on the client

5. Open it

Click the eye in the file's row to open it right in ImmCase. From there you can Download it or, for an image, Edit it.

5. Open it

6. Each case has its folder

Open Cases, then a case: there is a folder for each person on it. Documents uploaded to a case's checklist are filed there automatically.

6. Each case has its folder

Good to know

  • Documents for an application go on the case's checklist (see «Collect and review documents»): they are filed in the right person's folder and tracked until accepted.
  • Everything else (correspondence, old permits, notes from the client) can go straight in the client's folder.
  • The breadcrumb at the top of the list takes you back up a level.

Something on your screen does not match the guide? Write to us, or use Support inside ImmCase.

Next guide: See all of a case's documents at once

All guides in the user manual