Difference between revisions of "Attachments"
From AgileApps Support Wiki
imported>Aeric |
imported>Aeric |
||
| Line 12: | Line 12: | ||
# Click '''[Save]''' | # Click '''[Save]''' | ||
#Click '''[Save]'''.<br>The attachment title, owner (you), and the current date appear in the '''Files''' list for that record. | #Click '''[Save]'''.<br>The attachment title, owner (you), and the current date appear in the '''Files''' list for that record. | ||
Revision as of 01:19, 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]
- 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