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Attach a Document to a Request

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

To attach a document to a request

  1. On the Service Desk tab, select the desired request from the Request List page.

    The Request 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 Attachments List on the Request Detail page.

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

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