Creating a New Attachment
note
Please note, you can also create attachments directly from the main attachments table. Simply navigate to the attachment table and click on the New Attachment button located in the top-right corner and fill out the required parameters.
- Double click on the Case you want to add the Attachment(s) to, navigate to the Table Tab in the Overview Section of the selected Case, and in the top-right conner select the New Record button.
- A new record dialogue box will open.
- Fill in all the necessary fields and then select the Add Record button in the bottom-right corner.
| Fields | Description |
|---|---|
| Name | The name of the attachment |
| Attachment Type | The type of attachment |
| Description (Optional) | A written description for the Attachment |
| Linked Case | Cases linked to the selected attachment |
| Attachment | The attachment file being uploaded |
