Overview of the Attachments Tab
Using the Attachments tab, you can attach files to records—answers, contacts, incidents, opportunities, organizations, and tasks—as well as to campaigns, surveys, mailings, and documents.
The Attachments tab lets you add files containing information that may not fit neatly into a record. For example, you might want to attach a file that contains graphic elements to an incident. When one or more files are attached to a record, the Attachments tab displays a paper clip icon.
The attachments report on the Attachments tab contains columns that provide the following information about each file attachment: file name, file size, date and time the file was created, date and time the file was updated, description, file visibility (Private column), and links for opening, downloading, and deleting the attachment.
The Private column appears only for incidents and answers and displays the visibility of the attachment on the customer portal. See View Attachment Properties.
| Button | Description |
|---|---|
| Add Files | Click this button and select Browse or Search to find and attach a file. |
| Browse | Select this option to view the files and folders on your workstation and select one or more to upload and attach to the record. See Browse for a File to Attach to a Record. |
| Search | Select this option to specify a directory, all or part of a file name, and type of file. The files that match these criteria display so you can select the ones you want to upload and attach to the record. See Search for a File to Attach to a Record. |
| Open | Click this button to open the file for viewing. |
| Download | Click this button to download the file attachment and save the file to the location you specify on your workstation. |
| Properties | Click this button to view or edit the properties of a file attachment. See View Attachment Properties. |
| Delete | Click this button to remove the selected file attachment from the record. |