Managing Activity Attachments
Adding Activity Attachments
You can attach files (less than 10MB in size ) to Activities using the Attachments feature.
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From the OPERA Cloud menu, select Client Relations, select Activity, and then select Manage Activity.
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Enter search criteria and click Search.
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From your search results, select the Activity, click the I Want To . . . action, and select Attachments or open the Activity and click the Attachments details link.
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Click New to attach a new file.
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Click Browse and select a file on your workstation.
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Filename: Enter a filename using only alphanumeric characters. No spaces or special characters are accepted.
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Description: Enter a description of the attachment.
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Click Save.
Downloading Activity Attachments
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From the OPERA Cloud menu, select Client Relations, select Activity, and then select Manage Activity.
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Enter search criteria and click Search.
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From your search results, select the Activity, click the I Want To . . . action, and select Attachments or open the activity and click the Attachments details link.
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On the Attachments screen, click the vertical ellipsis Actions menu and then click Download.
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Select either Open or Save File.
Deleting Activity Attachments
Note:
Attachments are automatically deleted when an activity is deleted or purged.-
From the OPERA Cloud menu, select Client Relations, select Activity, and then select Manage Activity.
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Enter search criteria and click Search.
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From your search results, select the Activity, click the I Want To . . . action, and select Attachments or open the activity and click the Attachments details link.
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On the Attachments screen, click the vertical ellipsis Actions menu and then click Delete.
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Click Delete to confirm.
Parent topic: Activities