Previous Topic

Next Topic

Moving Attachments

If configured, you can move attachments from one category to another.

  1. Navigate to the Open list.
  2. Open the case by clicking view case in the Actions column.
  3. Click Categorised Attachments / Attachments from the menu bar.
  4. Left-click on the attachment you wish to move to another attachment category.
    • For text-based attachments such as .PDF, .DOC, .TXT you must click on the attachment thumbnail, for example pdf attachment for .PDF attachments.
  5. Without releasing the left mouse button, drag the attachment to the new attachment category.
  6. When the border around the attachment changes to red, release the left mouse button.
    • image change position displays below the attachment to indicate that you have moved it.

What do you want to do?

Delete an attachment

Select attachments for sending

View a slideshow of image attachments