Attachments

Attachments

You can add images or files as attachments to a request.  

To add a new attachment: 

    1. Go to the Requests tab and click the subject line of the desired request.

    2. Click Browse Files in the Description box or select Add Attachment from the Actions drop-down menu.

    3. Select the required files and click Open. Alternatively, you can drag the file to the Description box.

 

  1. All files added to a request by both contact and support reps are grouped into the Attachment section in the Description box.
  2. The attachments can be accessed by both contacts and support reps from their respective portals.
  3. To view an attachment, hover over the attached file and then click icon to download the file. Use an appropriate application to view the file.
  4. To delete an attachment, hover over the attached file and then click icon.

    • Related Articles

    • Attachments

      Attachments are used to add additional information in the form of images or files. The attachments added to an account can be specific to a portal or common for all portals.   You can perform various attachment-related actions from the account ...
    • Adding an Account

      To add a new account:  1. Go to the Accounts tab and then click New. 2. Now, provide necessary account details as required. The default account fields available are as follows.  Field Description Account Name Give account a unique name. This is a ...
    • Introduction

      Resolving a request may involve additional work such as splitting the request into smaller activities, establishing dependencies, collaborating with other support reps, etc.  Some of the extended functionalities are: Notes Attachments Tasks Reminders ...
    • Adding a sub-account

      To create a new sub-account: 1. Go to the Accounts tab and then click the desired account name. 2. In the account details page, go to the sub-accounts section and then click Add New. 3. Now, provide necessary sub-account details as required. The ...
    • Accounts - Introduction

      Accounts are used to manage all customer information in a single place. The Accounts module lets you manage both transactional including business details, associated contacts, requests, tasks etc, and non-transactional information including sales, ...