Attachments

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:

1. When creating a new a Case record or some other record click [Add Attachment]]
2. When adding Private Notes and Email Messages, click [Add Attachment]
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