Managing Profile Attachments

Prerequisites for Profile Attachments

Adding Profile Attachments

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

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

2. Enter search criteria and click Search.

3. Select the profile in search result, click I Want To. . ., click Attachments or open the profile 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 for the attachment.

5. Click Save.

Downloading Profile Attachments

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

2. Search for and select a Profile.

3. Select the profile in search result, click I Want To. . ., click Attachments or open the profile and click the Attachments details link.

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

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

Deleting Profile Attachments

Note:

Attachments are automatically deleted when a profile is deleted or purged.

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

2. Search for and select a Profile.

3. Select the profile in search result, click I Want To. . ., click Attachments or open the profile and click the Attachments details link.

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

5. Click Delete to confirm.