Attachments

Attachments are files that are attached to a ticket. You can find a list of all attachments in the Attachment Section below the History Section.

Figure 67: Attachment list in a ticket

The list of attachments provides the following information. You can filter the list using the drop-down boxes and text fields in the header.

Adding an Attachment

To add an attachment, click the Attachment link in the header of the history section. The background of the history section turns yellow to indicate that it is in edit mode. If the section is already in edit mode, you can also add an attachment by clicking the Attachment tab.

Figure 68: Adding an attachment

Please proceed as follows to add an attachment:

  1. Specify the files to be uploaded by either:
  2. The selected files are displayed in a list below the white area. Optionally, you can add a description in the Description field. Click the Delete link to remove a file from the list.
  3. Click the Add Attachment button to upload the files to the ticket.

The attachments are then displayed in the Attachment Section and in the corresponding history entry (only shown when Extended or Detail is selected as visibility level).

Once an attachment has been added to a ticket, you can use it in an e-mail.

Working with Attachments in the History Section

The History Section contains both manually added attachments and attachments from incoming e-mails. You can perform additional actions for these attachments.

Figure 69: Actions for attachments

You need the necessary applications installed on your computer to be able to open attachments, e.g., Adobe Reader for PDF documents or Microsoft Word for DOCX documents.

It depends on the individual configuration of your CM system if CM.Doc is available.