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Add a Custom Packet Section (From the Case Page)

Administrators can add custom packet sections when creating or editing an case. This article covers adding packet sections by editing an existing case.

By default, there are three packet sections displayed on the Case page; Committee Documents, External Evaluations, and Candidate Documents. You can edit the title of the Committee Documents and/or External Evaluations sections, and you can delete these sections if there are no active documents in the the section.

The Candidate Documents section cannot be edited once it contains active documents (but candidate editing can be turned on or off). Administrators can also add document groups to the document section of the packet.

Note that by default, there are three packet sections under "Documents"

More packet sections may have been added when creating the template upon which a case is based, but Committee Documents, Candidate Documents, and External Evaluations are the defaults.

Note that by default, there are three packet sections under "Documents"

To access and edit the name and description of a section, or to delete it altogether, click the blue edit pencil in the section title bar

To access and edit the name and description of a section, or to delete it altogether, click the blue edit pencil in the section title bar

To add a section to the packet, click the "Additional Options" icon in the "Documents" bar and select "Add Section"

To add a section to the packet, click the "Additional Options" icon in the "Documents" bar and select "Add Section"

Enter a name and description for the section, indicate if candidates can add documents to the section, and click "Save"

Enter a name and description for the section, indicate if candidates can add documents to the section, and click "Save"
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