Siebel Public Sector Guide > Managing Tax Cases > Working with Tax Case Files >

Adding Case Attachments and Notes

The tax agent can capture additional details electronically as the case is developed. Siebel Public Sector allows the incorporation of several types of detailed information.

The attachments feature can be used to add electronic documents relevant to the case. For example, a customer's tax return or a letter received in the mail can be scanned and stored electronically. The attachment can be in any format, such as a word processing document or a spreadsheet containing case analysis details.

Users can also record important notes for a case which can be shared with other employees in the tax agency or can be marked private, for viewing only by the employee who created the note.

These tasks are a step in Process of Managing Tax Cases.

To create an attachment

1. Navigate to the Cases screen > Case List view.
2. In the Cases list, query for the case name or case number.
3. In the case record, click the link in the Case Name field.
4. From the case form, click the Attachments view tab.
5. In the attachments list, click New File or New URL to associate the document or other media with the case record.

To create case notes

1. Navigate to the Cases screen > Case List view.
2. In the Cases list, query for the case name or case number.
3. In the case record, click the link in the Case Name field.
4. From the case form, click the Notes view tab.
5. In the Notes view, select either Public Notes or Private Notes to control the record's visibility.
6. Create a note record, select the note Type, and enter the information in the Description field.
7. Click Check Spelling to verify spelling in the note text.