Difference between revisions of "Attachments"
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===Adding an Attachment=== | ===Adding an Attachment=== | ||
To add an attachment to a record: | To add an attachment to a record: | ||
# | #When creating a new {{CaseRecord}} click '''[Add Attachment]]''' | ||
# | #When adding [[Private Notes or Email Messages]], click '''[Add Attachment]''' | ||
# | #When viewing a record, under Files in the sidebar, click '''Add File''' | ||
#Fill in the Attachment Settings | |||
# Click '''[Save]''' | |||
===Attachment Settings=== | |||
:* '''Title -''' | |||
:* '''Description | |||
#Select No if you do not want the attachment to be Visible to Everyone. | #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. | |||
#Click | #Click '''[Save]'''.<br>The attachment title, owner (you), and the current date appear in the '''Files''' list for that record. | ||
===Viewing Attachments=== | ===Viewing Attachments=== | ||
Revision as of 01:14, 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 creating a new a Case record or some other record click [Add Attachment]]
- When adding Private Notes or Email Messages, click [Add Attachment]
- When viewing a record, under Files in the sidebar, click Add File
- Fill in the Attachment Settings
- Click [Save]
Attachment Settings
- Title -
- Description
- 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.
- 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