Attach a document for a requester
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- UpdatedAug 3, 2023
- 1 minute read
- Vancouver
- Navigation and UI
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
Attach documents to a record to help requesters resolve issues. The attachment icon displays a badge enabling you to see with a quick glance that a document is attached.
Before you begin
Role required: agent_workspace_user
About this task
- There are two ways to attach documents to a record.
- Browse for the document from the Agent Assist panel.
- Drag and drop the document on the record and press browse in the pop-up window.
- Attachments support PDFs and most image files.
Procedure
- Navigate to .
- Open an incident record.
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In the Agent Assist panel, click the attachment icon (
).
- Select the document for your local computer.
- Click Upload.
Result
