AgileApps Support Wiki

Difference between revisions of "Attachments"

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===Adding an Attachment===
===Adding an Attachment===
To add an attachment to a record:
To add an attachment to a record:
#...
#When creating a new {{CaseRecord}} click '''[Add Attachment]]'''
#In the Add Attachment page, enter a Title for the attachment.
#When adding [[Private Notes or Email Messages]], click '''[Add Attachment]'''
#Enter any text you want to include as a Description.
#When viewing a record, under Files in the sidebar, click '''Add File'''
#Fill in the Attachment Settings
# Click '''[Save]'''
 
===Attachment Settings===
:* '''Title -'''
:* '''Description
#Select No if you do not want the attachment to be Visible to Everyone.
#Select No if you do not want the attachment to be Visible to Everyone.
#Under Select Attachment, enter the name of the document or click the Browse button to find and select the document you want to attach to this record.
:* '''Select Attachment enter the path to the document or click '''[Browse]''' to find the document and attach it to this record.
#Click the Save button. The attachment title, owner (you), and the current date appear under Notes and Attachments in that record.
#Click '''[Save]'''.<br>The attachment title, owner (you), and the current date appear in the '''Files''' list for that record.


===Viewing Attachments===
===Viewing Attachments===

Revision as of 01:14, 19 June 2013

About Attachments

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The Administrative Permissions specified in the user's Access Profile determine whether a user can create Attachments, and whether they can view, update, or delete Attachments created by other team members. 

Working with Attachments

Adding an Attachment

To add an attachment to a record:

  1. When creating a new a Case record or some other record click [Add Attachment]]
  2. When adding Private Notes or Email Messages, click [Add Attachment]
  3. When viewing a record, under Files in the sidebar, click Add File
  4. Fill in the Attachment Settings
  5. Click [Save]

Attachment Settings

  • Title -
  • Description
  1. Select No if you do not want the attachment to be Visible to Everyone.
  • Select Attachment enter the path to the document or click [Browse] to find the document and attach it to this record.
  1. Click [Save].
    The attachment title, owner (you), and the current date appear in the Files list for that record.

Viewing Attachments

When viewing a a Case record or some other record, attachments are listed under Files in the sidebar.

Learn more: Attachments Folder
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