How to Attach a scanned document to a case
Open the required case
1: Click Search from the side menu.
2: Search for a case and then select it.
3: Click Edit Case from the menu - the Edit Case window will open.
Open the History window
1: Click the History tab - the History window will open.
Select the Action Type
Note: Action Types must be set up to accept documents. Click here to see how.
1: Click ... to select Action Type - the Action Types window will open.
1: Click the Action Type.
2: Click OK - the window will close.
Select the Attachment
1: Click the Select button to select the Attachment - the Windows Navigator window will open.
1: Navigate to the correct document and select it.
2: Click Open or double click on the required Attachment - the Windows Navigator will close.
Edit the description and Attach
1: The description is populated with the file name which can be edited if required.
2: Click Insert to complete the attachment.
The Document is Attached to the History.
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