Upload documents to ERE
Upload documents directly to the SSA Evidence and Case Status portal (ERE) from a client’s detail page. After you submit, Chronicle transfers the files to the ERE, emails you a receipt when the upload completes, and tracks progress on the System Status page.
Before you start
Your firm must have working ERE credentials saved in Chronicle.
You need the Add SSN permission, available to Staff, Manager, Admin, and Billing owner roles depending on your firm settings.
Documents must be one of the accepted types:
.tiff,.tif,.mdi,.wpd,.doc,.docx,.txt,.rtf,.xls,.xlsx, or.pdf.Individual files cannot exceed 50 MB.
You can upload a maximum of 10 documents per submission.
Upload documents
Open the client’s detail page.
Click the Upload button in the header action bar.
In the Upload File modal, drag files into the dropzone or click to browse.
For each document, fill in the required fields:
Document Type — select the SSA document type.
Document Date — required for most types.
If the document type is Medical Evidence of Record (MER) or Education Records – Medical (EDREC), Document Date is not required. For those types, you must also provide:
Treatment Source
Treatment From and Treatment To — Treatment To must be after Treatment From.
(Optional) Add Notes.
To add more documents, click Add Another Document (up to 10 total).
Click Submit.
Chronicle rejects files named with characters other than letters, numbers, spaces, dashes, periods, and underscores. It also rejects .dot, .jpeg, and .jpg files. If a file is rejected, the dropzone shows a red message with the filename.
What happens after you submit
Chronicle stores the files, creates upload records, and starts an ERE upload task. The upload moves through these statuses automatically:
Status | Meaning |
|---|---|
pending | The upload is waiting to start. |
submitted | The upload request has been sent to the ERE. |
uploading | The file is actively being transferred to the ERE. |
processing | The ERE is processing the file. This typically takes 5–10 minutes. |
completed | The upload finished and a receipt is available. |
failed | The upload could not finish. |
timeout | The upload took too long to complete. |
An upload has not completed until it has a tracking number. Chronicle goes to the ERE to get this number only after the file is successfully accepted by the SSA. Once an upload is submitted, it cannot be stopped.
Track uploads on the System Status page
Go to the System Status page from the dashboard sidebar to see all ERE upload activity.
ERE Uploads panel
This panel lists every file uploaded to the ERE in the last 90 days. Each row shows the Client, Status, Uploaded At timestamp, File Name, and Tracking #.
Filter the list with the tabs at the top:
All — every upload.
My Cases — uploads for clients you follow.
Complete — finished uploads.
Queued — uploads waiting to start.
Error — uploads that failed.
Actions available per row:
View File — opens the uploaded document.
Download Receipt — downloads the SSA upload receipt for completed uploads that have a tracking number.
If the panel is empty, the current filter has no matching data.
ERE Sessions panel
The ERE Sessions panel shows every ERE session Chronicle launches. Sessions can check case status, retrieve client documents, and upload files. The table includes Id, Created time, Type, Status, Launch Mode, SSA Account, Started By, Started At, Completed At, and Results. Click Refresh to update the list.
Emails you will receive
Upload receipt email
When an upload completes, Chronicle sends a receipt email to you and to the client’s external email addresses. The subject line is:
${Client full name} Document Upload Receipt: ${file name}
The email includes a PDF receipt attachment and a View Client button.
Upload failure email
If an upload fails or times out after 30 minutes in queue, Chronicle sends a failure email to the person who created the upload. The subject line is:
File Upload Error for ${client name}
The email says the file failed to upload to the ERE and advises you to try again or upload the file directly in the ERE. It includes an Open Client button.
Why an upload might fail
The most common causes of an upload failure are:
Uploading is disabled for the case. Not every case allows uploads through the ERE. If Chronicle detects this, the upload stops.
ERE account or access issue. Expired credentials, a locked account, a required password change, or a missing OTP can prevent uploads. Ask a team admin to verify your ERE credentials and check the System Status page for session errors.
SSA lost or failed to process the file. Even after a file is transferred to the ERE, the SSA may lose it or fail to process it on their end.
If an upload fails, try uploading the file directly through the SSA ERE portal. Use the tracking number from the System Status page when communicating with the SSA about upload issues.
Once an upload is submitted, it cannot be stopped. Chronicle cannot cancel an upload that is already in progress.