Managing 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
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From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.
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Enter search criteria and click Search.
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Select the profile in search result, click I Want To. . ., click Attachments or open the profile 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 for the attachment.
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Click Save.
Downloading Profile Attachments
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From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.
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Search for and select a Profile.
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Select the profile in search result, click I Want To. . ., click Attachments or open the profile and click the Attachments details link.
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Select the attachment, then click the vertical ellipsis Actions menu, and click Download.
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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.-
From the OPERA Cloud menu, select Client Relations, select Profiles, and then select Manage Profiles.
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Search for and select a Profile.
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Select the profile in search result, click I Want To. . ., click Attachments or open the profile and click the Attachments details link.
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Select the attachment, then click the vertical ellipsis Actions menu, and click Delete.
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Click Delete to confirm.
Parent topic: Managing Profiles