Upload and manage files

The Files tab holds every document for a case. After you upload a file, KonnectSP reads it and labels it with the type of document it contains, such as Information Request Form or Court Approval Order.

Upload files

1. Open the case and go to the Files tab.
2. Select Upload, then select Files or Folder.
3. Choose the files or folder to upload.

You can also drag files onto the list.

KonnectSP accepts PDF, Word (.doc, .docx), Excel (.xls, .xlsx), PNG, and JPEG files.

File status

Status	Meaning
Processing	KonnectSP is reading the file. You cannot delete it until processing finishes.
Ready	The file is ready to use with scouts and Ask AI.
Not supported	The file is stored in the case, but KonnectSP cannot read its contents. Spreadsheets show this status.

View, download, or delete a file

Each file has three icons on the right:

• Select the eye icon to view the file.
• Select the download icon to save a copy.
• Select the trash icon to delete the file, then confirm.

Caution

Deleting a file removes it from the case permanently. You cannot undo this.

Find a file

Enter a file name, document type, uploader, or date in the search box. To change the order, use the sort list next to the file count.