Attachments

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.

Clicking an attachment lets you download it or view it immediately, depending on your Service Provider Settings.