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References

Learn how to add References to the Document Library

Heath Keane avatar
Written by Heath Keane
Updated over a year ago

The Reference feature in CAVO® is a great way to access commonly used PDFs and HTML content within the Document Library. These could be forms, policy guidelines, or any document that is in a PDF format or is available as a document publicly on the Internet.

Within any case, click on the References button to open the References modal. 

You can search for a reference or scroll down the list.

Selecting a reference will display the pages on the right. You can navigate through pages and zoom in and out. Once you have found the Reference you want to add, click + Add to Case.

Once processing finishes, you will be able to interact with the reference as you would any other document in the Library.

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