Difference between revisions of "Attachments"
From AgileApps Support Wiki
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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 viewing or creating a {{CaseRecord}}, under '''Attachment''', click '''[Select a File | #When viewing or creating a {{CaseRecord}}, under '''Attachment''', click '''[Select a File]'''. | ||
#When adding [[Private Notes and Email Messages]], click '''[Attach File]''' | #When adding [[Private Notes and Email Messages]], click '''[Attach File]'''. | ||
#When viewing a record, under Files in the sidebar, click '''Add File''' | #When viewing a record, under Files in the sidebar, click '''Add File'''. | ||
#Fill in the Attachment Settings | #Fill in the Attachment Settings | ||
# Click '''[Save]''' | # Click '''[Save]''' | ||
Revision as of 01:18, 19 June 2013
About Attachments
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:
- When viewing or creating a a Case record or some other record, under Attachment, click [Select a File].
- When adding Private Notes and Email Messages, click [Attach File].
- 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 Attachment enter the path to the document or click [Browse] to find the document and attach it to this record.
- 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