Attachments in Case Management
Attachments allow you to upload and link important files—such as documents, screenshots, logs, or reports—to Cases, Alerts, Tasks, and Observables. This helps centralize all relevant information in one place, making it easier for teams to collaborate and investigate efficiently.Create a New Attachment
You can add attachments directly from a specific Case or through the main Attachments table. Each attachment can be associated with one or more records to provide context and improve traceability during the investigation process.
1
Navigate to the Attachments tab
To attach an Attachment to a Case, first double-click on the desired Case. In the overview section of the selected Case, go to the “Attachment” tab. Then, click the “New Record” button in the top-right corner.
2
Open the New Record Dialog Box
3
Fill in all the necessary fields.
Once completed select the ‘Add Record’ button in the bottom-right corner