Manage Attachments (8.5.2 and 8.5.3)

To manage attachments for Standard Responses:

1. Select a category.
2. Select a Standard Response.
3. Click Attachments.

   

4. The Edit Attachments pop-up opens.
   • To add an attachment, click Attach.
   • To download an attachment, select it, then click Download. This downloads the file to your environment.
   • To remove an attachment, select it, then click Delete.

   

Next Steps

• Review the history and manage versions
• Create Field Codes

Manage Attachments (8.5.1)

To manage attachments for Standard Responses:

Click Attachments under your Standard Response in the Category Tree to open the Attachments configuration page.

• To add an attachment, click Attach.
• To remove an attachment, select it, then click the trash can icon.
• To view an attachment, select it, then click Open. This downloads the file to your environment.

Next Steps

• Review the history and manage versions
• Create Field Codes