Managing documents

The Case Documentation panel allows you to manage documents shared per ticket.

Adding documents

You can add documents by:

• Search: select a search result.
• Direct URL: paste a Confluence URL.

Available actions

Once added, each document has three available actions:

Action	Description
↑ / ↓	Reorder the document's position in the list. The order is reflected in the customer portal.
★	Mark as featured document. Only one per ticket is allowed; selecting another removes the flag from the previous one.
✕	Remove the document from the list.