Upload Attachments to a Case

You can upload files to a case using the Attachments section of the Editing Case screen. 

 

By adding pictures of failed parts, dyno reports, alignment print outs, and final invoices your customer can be completely informed on every case and maintain a complete repair history of the asset. Watch this short video to learn how.

NOTE: Max file size is 5MB. All file types are accepted EXCEPT executable (.exe) files.

To upload files to a case:

1. Search for and select your case for editing.
2. From the tab menu near the top, select ATTACHMENTS.
   
3. To upload a file, drag-and-drop it onto the File field, or click CHOOSE FILE to select a file and Open it.
   NOTE: Max file size is 5MB. All file types are accepted EXCEPT executable (.exe) files.
4. To make sure only internal users at your service location can see it, check Internal (private).
   Otherwise, the customer will be able to see it.
5. Enter a description of the file, and click Upload.

Once the attachment uploads, depending on the Internal settings, you and others can view it. As the user who uploaded it, you can also change its visibility or delete it.

To view the attachment:

• Click the file in the FILENAME column.

To change the visibility of the attachment:

• Click the dropdown under the ACTIONS column and select:
  • Internal to keep it within your service location
  • Customer to allow the customer to see it

To delete the attachment:

• Click Delete under the ACTIONS column.