How to Add a File to a Case - Appv5 Knowledge

What's in this article?

OvationCXM allows you to attach files directly to a case for easy reference and collaboration. Follow the steps below to upload, view, and manage files on a case.

Uploading a File

1. Click the Actions button in the top toolbar on the case.

2. Click Add File.

3. You can drag and drop a file, or click inside the blue box to open a file selection window.

4. Click Upload File to complete the upload.

Viewing and Managing Files

1. To view files attached to a case, open the Files block in the Case details panel and click on a file. If you have more than 5 files, you can click on the View All button to open the list of files in a separate panel.

2. You can download or delete a file by clicking on the file actions menu.

Using Files on a Case

In addition to being able to download the files from a case, you can also click and drag them from the files block and drop them into the communications composer (email and chat) to attach them to your next message. This allows you to quickly share files through email or chat.