Manage attachments

You can view, rename, and remove the attachments on a record, and add additional attachments.

  1. Navigate to the record (example, an incident record).
  2. Click the attachments icon (Attachments icon) or the Manage Attachments link if files are already attached.
    The number of attachments is listed on the Manage Attachments link.
    Manage attachments pop-up window
  3. To rename an attachment, complete the following steps.
    1. Click [rename] beside the file name at the top of the form or in the pop-up window.
    1. Edit the file name and press the Enter key.
    Note: Press the Esc key instead of the Enter key to undo your changes and cancel rename.
  4. To remove attachments, click the Manage Attachments link and complete the following steps.
    1. Select the check boxes next to the attachments to delete.
    2. Click Remove.
      The attachment disappears and the pop-up window remains open.
  5. To add additional attachments, complete the following steps.
    1. Click Choose Files.
    2. Select the file to attach and click Open.
    3. Click Attach.
  6. Close the pop-up window to return to the form.