Attachments

From AgileApps Support Wiki
Revision as of 01:17, 19 June 2013 by imported>Aeric (→‎Adding an Attachment)

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]

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