Difference between revisions of "Attachments"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
Line 8: Line 8:
#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

Lock-tiny.gif

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 viewing or creating a a Case record or some other record, under Attachment, click [Select a File].
  2. When adding Private Notes and Email Messages, click [Attach File].
  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