Documents & professional boundaries

Associate an uploaded document with its people and forms

Reviewed: 2026-10-15

Correct case, named people and permission to handle the document. Use the controls available to your role and account; this guide does not perform the task.

Step-by-step guide

1. Use the approved case upload or capture workflow.
2. Give the document a recognizable name and supported type.
3. Choose its primary owner.
4. Select any additional people whose information it supports.
5. Link relevant forms belonging to that case.
6. Review extracted facts person by person before applying them to fields.
7. Save and reopen the associations to confirm them.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.