You use the Attachments panel to add attachments from a local computer or from the Document Repository. You also use these fields to edit an attachment. When editing, you can only change the description or detach an attachment.
| Field | Description |
|---|---|
To edit, in the Attachments table, click the appropriate row. To remove the association to an attachment, on the Attachment action bar, click Detach. The document remains in the Attachment table, but the hyperlink is removed. |
|
| Date Added | The date an attachment was added to a record such as a case record, CR, or third-party liability record. This field is only displayed when editing and cannot be changed. |
| Added By | The user that added the attachment. This field is only displayed when editing and cannot be changed. |
| File Name or File |
The name of the attached document. When adding, it is automatically displayed after the document is selected. |
| Description | An explanation of what the attachment is about. If the record to which the document is attached is closed, this field cannot be changed. |
| Attached | When editing, indicates if the document is currently attached to the record. |
Version as of 5/16/14.
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