Difference between revisions of "Attachments"
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When viewing a {{CaseRecord}}, attachments are listed under '''Files''' in the sidebar. | When viewing a {{CaseRecord}}, attachments are listed under '''Files''' in the sidebar. | ||
Clicking an attachment lets you download it or view it immediately, depending on your Service Provider's [[networking.properties]] configuration. | Clicking an attachment lets you download it or view it immediately, depending on your Service Provider's [[networking.properties]] configuration. (In the cloud, attachments are viewed immediately.) | ||
Revision as of 04:23, 16 December 2014
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]
Viewing Attachments
When viewing a a Case record or some other record, attachments are listed under Files in the sidebar.
Clicking an attachment lets you download it or view it immediately, depending on your Service Provider's networking.properties configuration. (In the cloud, attachments are viewed immediately.)