Functionality Overview

Case Manager supports file attachments to cases by making use of the extensions. Previously standard functionality, attachments via file share was moved to an extension so that optionally you may make use of a different approach, such as attachments via FTP.

Toolbar Button

The Attachments File Share extension add a toolbar button to the toolbar for Cases. By clicking the this button a folder specific to the selected case is opened the shared network location (as setup).

If the Attachments icon is not available on the toolbar, it may be that the extension is not installed. This can be verified in the Configuration Tools in the Extension Management section. If “Attachment File Share” is listed and active, you may have to customize the toolbar to view the button. This can be done by an administrative user in Case Manager by right-clicking on the toolbar and selecting Customize. Under the Commands tab you will find a list of toolbars each with its actions. The Attachments action can be found in the Basic toolbar. From the commands list you can drag the Attachments action to an appropriate location on the toolbar. When you close the customization form, you will be able to save the toolbar customization.