Add Attachments to Requests

Add Attachments to Requests

Attach files and documents to requests to provide additional information.

To add attachments,
  1. Go to the Requests module and select the respective customer from the drop-down in the header.
  2. Click the subject of a request to open the request details page.
  3. On the right pane, click the attachments icon to expand its view.
  4. Click the Attach File icon . By default, this option will open a pop-up to attach files from the computer.
  5. To attach files from the Cloud, click and select Attach files from Cloud.
  6. Browse and select the file you want to attach.
The selected file will be listed under the Attachments section in the right pane.


Alternatively, you can also attach documents while editing a request. Click here to learn how to edit a request.
Info
You can attach up to 50 files to a request, but the total size of the attachments should not exceed 50 MB. 
 

Remove Attachments

To remove an attachment from a request,
  1. Open the request you wish to remove attachments from.
  2. Click the on the right pane. The icon will expand to show the added attachments.
  3. Click displayed on the attachment to remove it.
 

Download Attachments 

To download attachments from the request,
  1. Open a request.
  2. Click the on the right pane. The icon will expand to show the added attachments.
  3. To download a specific attachment, click displayed on the attachment.
  4. To download all attachments, click Download all displayed in the expanded section.