Documents
Upload and organise documents
Attach files to cases and clients, and keep versions.
AOMS Support
Updated 28 Sep 2026
1 min read
Go to Documents → All Documents or the Documents tab of a case or client, and click Upload. Choose a category and, if you like, link it to a case or client.
To replace a draft with a newer version, open the document menu and choose Upload new version. Earlier versions are kept.
Documents are private to your office. Your storage usage is shown under Plan & Usage.