How to add a CV or document to an expert witness contact. This can be done from the Contact Directory or a case.
From a case
Navigate to the Expert Witness Tab.
Locate the expert witness and click on their name.
A pop-up window will appear.
Click Edit.
Click Choose File.
Search and click the desired document.
Click Open.
Click Save.
Click Save.
The CV or document will be clickable from the Expert Witness Tab.
From the Contact Directory
Click Management and select Contact Directory.
Select Expert Witness from the contact type dropdown.
Search for the Expert Witness name.
Click the dropdown in line with the contact and select Edit.
Click Choose File.
Search and click the desired document.
Click Open.
Click Save.
The CV or document is now available on any case the expert witness is saved to.
NOTE: There is not a permission associated with adding or removing documents from an expert witness.