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Attach a Document to an Incident

You can attach a document file to an incident so that it may be viewed when viewing or editing the incident.

Follow these steps:

  1. On the Service Desk tab, select the desired incident from the Incident List page.

    The Incident Detail page appears.

  2. Select the Attachments tab, and click Attach Document.

    The Add File page appears.

  3. Enter the file name you want to attach, or click Browse to navigate to the desired file name.
  4. Select the repository where the document is stored.
  5. Enter a name for the attachment.

    This name appears in the Attachment List on the Incident Detail page.

  6. Enter a description for the attachment.
  7. Click Upload.

    The document is uploaded to the incident record and is listed on the Attachments tab of the Incident Detail page.