Usage:   Attachments tab is the place where the list of all the uploaded files can be viewed.

 

Navigation:

Customer > Cases OR Case Finder > Select Case > Attachments tab

 

On this tab, attachments can be added, deleted, and viewed. Users may also add a note to the attachment by typing in the text box to the right and clicking on Save Note.

 

V11 - case tab - attachments

Attachments tab

 

hmtoggle_arrow1How to add Attachment

1.Following either of the above navigation paths will lead to the Attachment tab

2.Click on New Attachment.

3.On Select Case Attachment form

•Enter Department if necessary

•Select Repository.

•Enter Notes

•Select the Files you want to add by clicking on Browse files. Several files can be added at once.

Note: Customer ID cannot be changed during an image attachment. If the Customer is not the right one, close this form, select the correct customer, and complete the above steps to add the attachment.

4.Click V11 - Save. Image details will be displayed as records in the grid.    

hmtoggle_arrow1How to View an Attachment

1.Following one of the above navigation paths will lead to the Attachment tab

2.Click on the View Attachment.

3.The attached image will be displayed on the screen
hmtoggle_arrow1How to edit notes for an attachment

1.Following one of the above navigation path will lead to the Attachment tab

2.Write Notes

3.Click on Save Note.

hmtoggle_arrow1How to delete an Attachment

1.Following one of the above navigation path get to the Attachment tab

2.Click on theDelete Attachment

3.Select Yes when asked for confirmation.

 

See also:

Find Case

Create case