Managing Case Documents

Within each case on Justice Bolt, there’s a Documents tab that serves as a document management center for that case. This tab will display document templates, as well as case documents relevant to the evaluation of the case.

By storing all case documents in a centralized location on Justice Bolt, users can easily access necessary case records and send pre-templated documents with the click of a button.

What are the steps to use this feature?

HCFA Form

If the Health Care Financing Administration (HCFA) form is needed, this can be turned on for the software. By default, this is turned off. Let your account manager know during onboarding that you need this. Otherwise, reach out to Justice Bolt Support ([e-mail]) so this can be made available.

Document Templates

1. Open the case and navigate to the Documents tab for the case.
2. Under Documents → Document Templates, users can view and download all document templates available on Justice Bolt. Please note that these templates are provided by the organization using the software and are not automatically generated by the software.
   - To download the document, click the Download icon (the one with an arrow pointing down) on the line of the specific document.
   

Case Documents

1. Open the case
2. Under Documents → Case Documents, view and upload any relevant case documents, such as police reports or medical records.
3. To upload documents, either drag and drop files directly from your computer or upload documents one by one.

• • Drag and drop documents from the computer into the drag-and-drop box at the bottom of the page.
  • Click the Upload button within the Case Documents section. From here, provide a document type, name the document, and then select the file. Click Save.
    
    

Justice Bolt’s drag-and-drop functionality for uploading files also allows for multiple documents to be uploaded at once. With the ability to upload several documents to Justice Bolt at once, spend less time waiting for document importation and more time focusing on business objectives.