Attachments
From AgileApps Support Wiki
Revision as of 00:53, 19 June 2013 by imported>Aeric (→Adding an Attachment)
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:
- ...
- In the Add Attachment page, enter a Title for the attachment.
- Enter any text you want to include as a Description.
- Select No if you do not want the attachment to be Visible to Everyone.
- Under Select Attachment, enter the name of the document or click the Browse button to find and select the document you want to attach to this record.
- Click the Save button. The attachment title, owner (you), and the current date appear under Notes and Attachments in that record.
Viewing Attachments
When viewing a a Case record or some other record, attachments are listed under Files in the sidebar.