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Adding Attachments to Cases

Agents can add more detail to a case record by attaching relevant documents and other external media using the Attachments view of the Cases screen. The attachment can be in any format, such as a word-processing document or a spreadsheet containing details of a case analysis. Attachments are useful in building an electronic case folder so that all interested parties can share information.

Citizens who are registered on a self-service Web site can add attachments to the cases that they can access on the site. A citizen can access the cases for which the citizen's contact record appears in the Contacts view of the cases and for which the Web Access field is selected in this contact record.

The attachments that citizens add on a self-service Web site also appear in the Attachments view of the Cases screen. An agent can clear the Web Access field for citizen-created attachments to deny citizens access to those attachments. On a self-service Web site, citizens can view only the agent-created attachments for which the agent selects the Web Access field.

When users add an attachment to a case or evidence record, they can also generate a serial number for the attachment. This serial number allows for efficient tracking of the attachment. Users cannot generate serial numbers for attachments that they add to incident, group suspect, group, immigration contact, and disease records.

This task is a step in Process of Developing Cases.

To add an attachment to a case

1. Navigate to the Cases screen, then the Case List view.
2. Drill down on the Case Name field of the case record.
3. Click the Attachments view tab.
4. In the Attachments list, click New File or New URL to associate a document or other media with the case record.
5. (Optional) If you want to generate a serial number for the attachment, then complete the following steps:
   1. Click Serial Number.

      NOTE:  You can generate serial numbers for attachments only if you define a serialization rule. For more information, see About Editing the Default Serialization Rules.

   2. (Optional) Click Regenerate to create a new serial number for the attachment.

      For more information, see About Generating New Serial Numbers.