Case Plan - Adding Evidence

Overview: You can add evidence to your case plan from almost anywhere in Page. Evidence stays linked to its source, so you don't lose the connection to the underlying documents.

Where You Can Add Evidence From

You can add evidence from:

• AskPage
• Conditions view
• Timeline
• Files
• Notes
• Client screen

When adding from the Conditions view, you can select multiple entries at once and add them to a specific issue.

How It Works

When you add evidence, you choose which issue to associate it with. You can add it to the client-level plan or a specific issue-level plan. When adding from the timeline or condition summary, you can also choose to embed the evidence within a specific field at the same time — for example, placing it directly inside a specific field. You don't need to do this as a separate step.

As you're reviewing evidence anywhere in Page, you can click "Add to Case Plan" to either add it to an existing issue or browse all historical potential issues and associate it from there.