Attachments

Attachments are files that are attached to a case. You can find a list of all attachments in the attachment section below the history section.

Figure 74: Attachment list in a case

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

• Class
  Indicates the class of text applied to the attachment. You can click the icon of the current class of text to select a new one (1).
• File type
  Indicates the file type of the attachment.
• Name
  Indicates the file name of the attachment. Click the file name to download the corresponding attachment (2).
• Description
  Indicates the description provided when the attachment was added, if any.
• Date
  Indicates the date when the attachment was added.
• Added by
  Indicates who added the attachment. This can be either a user (who uploaded the file) or a technical user (in case the file was attached to an incoming email).
• Action
  Provides links to the available actions. These are:
  • Apply filters
    Filters the list according to your selections in the header.
  • Clear filters
    Removes the filter, i.e., displays all entries.
  • Show in history
    Jumps to the history entry of the attachment, where you can perform additional actions. This option is only visible if the respective history entry is displayed based on the selected visibility setting.

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 75: Adding an attachment

Please proceed as follows to add an attachment:

1. Specify the files to be uploaded by either:
   • Dragging and dropping them into the white area.
   • Clicking into the white area to open a file browser dialogue and selecting the files.

   The maximum size which is allowed for files is displayed above the white area.

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 case.

Depending on the configuration of your CM system, only specific file types might be allowed as attachments. If you try to upload a non-allowed file type, a corresponding message will be displayed next to the upload field.

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 case, you can use it in an email.

Working with attachments

The history section contains both manually added attachments and attachments from incoming emails. You can perform additional actions for these attachments.

Figure 76: Actions for attachments

• Select class of text
  Click the class of text icon to select another class of text.
• Open
  Downloads the attachment.
• Remove
  Removes the attachment (may be deactivated for attachments from incoming emails).
• Edit (only CM/Doc)
  Downloads the attachment and opens it. You can edit the file. The edited file is uploaded automatically once you click Save in Microsoft Word or OpenOffice.