Managing Activity Attachments

Prerequisites for Activity Attachments

Adding Activity Attachments

You can attach files (less than 10MB in size ) to Activities using the Attachments feature. For the file extensions allowed, see Supported Attachment File Types.

1. From the OPERA Cloud menu, select Client Relations, select Activity, and then select Manage Activity.

2. Enter search criteria and click Search.

3. 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.

4. Click New to attach a new file.

   1. Click Browse and select a file on your workstation.

   2. Filename: Enter a filename using only alphanumeric characters. No spaces or special characters are accepted. 

   3. Description: Enter a description of the attachment.

5. Click Save.

Downloading Activity Attachments

1. From the OPERA Cloud menu, select Client Relations, select Activity, and then select Manage Activity.

2. Enter search criteria and click Search.

3. 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.

4. Select the attachment, then click the vertical ellipsis Actions menu and select Download.

5. Choose Open to open the file or Save File to download the file.

Deleting Activity Attachments

Note:

Attachments are automatically deleted when an activity is deleted or purged.

1. From the OPERA Cloud menu, select Client Relations, select Activity, and then select Manage Activity.

2. Enter search criteria and click Search.

3. 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.

4. On the Attachments screen, click the vertical ellipsis Actions menu and then click Delete.

5. Click Delete to confirm.

• Supported Attachment File Types