Difference between revisions of "Attachments"

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===Viewing Attachments===
===Viewing Attachments===
When viewing a {{CaseRecord}}, attachments are listed under '''Files''' in the sidebar.
When viewing a {{CaseRecord}}, attachments are listed under '''Files''' in the sidebar.
:Learn more: [[Attachments Folder]]

Revision as of 18:49, 25 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 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]

Viewing Attachments

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