Document toolboxDocument toolbox

(2024.1) Service Desk - Attachments



Attachments

The 'Attachments' tab allows Users to attach files (including .pdf, .jpg, .doc, and more) of interest or relevance to the Service by upload. To attach one or more files, navigate to the 'Attachments' tab and click the 'Upload File(s)' button located immediately above the 'Attachments' Grid. There is a file size limit of 10MBs per file uploaded in this manner.

Uploading a File

To attach one or more files, navigate to the 'Attachments' tab and click the button located on the Grid Toolbar above the 'Attachments' Grid. The User is prompted to select file(s) from their hard drive to upload. Upon selection of a file(s), the upload begins automatically.

Download File

Allows a User to download a file to their local machine. Select the file that is desired to download. Click the  button.  This can be useful to make modifications to a file which can be re-uploaded after edits are completed.

Open File

This opens the file, if possible, for viewing by the User. Select the file that is desired to be opened. Click the  button. This opens the file for viewing on the local machine. No modifications of the original file can be made when opened in this manner.

Edit Selected

Allows the name of the file to be modified within PCR-360. If a User modifies the name of the file, that is the new name used when downloading the file. To edit the name of the file, first select the file. Next click  button. This opens the 'Manage Attachment' form.

Edit the 'Filename' field and click the 'Save' button. 

Delete Selected

This removes the file from PCR-360. To delete an item, select it and click the  button.