Attachment Types

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The Attachment Types configuration allows you to create and order Attachment Types within the case folder:

Configuration options for attachment types including adding, editing, and deleting documents.

Action

Description

New

Create a new attachment type

Edit

Edit attachment type

Link

Associate an attachment from another application on the platform. The list of attachment types available can be configured:

Popup window for selecting attachment type with options and action buttons.

Unlink

Unlink attachment type from this particular case type

Move Up/Move Down

Rearrange the order of attachment types; the selected attachment type can be moved up or down in the order

Set as Default

When an attachment type is set to be the Default attachment type, all files added into the case folder will automatically be set up to be added as the Default attachment type. The attachment type setting for the file can be changed before actually adding the file into the case folder, but initially the attachment type will be selected to be the Default attachment type

Delete

Delete the selected attachment type