Use project documents and approvals safely

Authorized case or project participants

1. 1

   Open the relevant case or project and use its protected upload or attachment control.

2. 2

   Download documents only through the authorized interface and inspect files safely before use.

3. 3

   Use approve or reject controls only when your role and the document workflow permit them.

• File access follows case and project permissions.
• Do not upload passwords, keys, payment-card data, or unrelated personal information.