Difference between revisions of "Attachments"
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#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. | #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. | ||
#Click the Save button. The attachment title, owner (you), and the current date appear under Notes and Attachments in that record. | #Click the Save button. The attachment title, owner (you), and the current date appear under Notes and Attachments in that record. | ||
===Viewing Attachments=== | |||
When viewing a {{CaseRecord}}, attachments are listed under '''Files''' in the sidebar. | |||
Revision as of 00:53, 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:
- ...
- In the Add Attachment page, enter a Title for the attachment.
- Enter any text you want to include as a Description.
- 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.
- Click the Save button. The attachment title, owner (you), and the current date appear under Notes and Attachments in that record.
Viewing Attachments
When viewing a a Case record or some other record, attachments are listed under Files in the sidebar.