Attachment Defaults Configuration Screen
The Attachment Defaults configuration allows you to add attachments automatically to any new case folder upon creation. The configuration screen is shown below:
There are options to configure a New default attachments, View an existing attachment (download the file), or Delete a default attachment.
Add New Attachment Default
Follow the steps below to add a new default attachment:
From the Attachment Default configuration, click New.
The New Default Attachment screen appears as shown below:
Fill in the fields on this screen. These are described below:
Field | Description |
|---|---|
Attachment File | The file that will become a default attachment |
Attachment Name | The name of the attachment as it will display in the Attachments tab in the case folder. This field is automatically populated based on the file name of the Attachment File, but you can edit the Attachment Name |
Attachment Type | The attachment type for this document. The list is populated with all attachment types relevant to the case type |
Description | A description of the file. The description can be displayed in the Attachments tab in the case folder if the proper settings are enabled in in Administration (Settings > General Settings) |