Add, Modify, & Delete Attachments on a Service Request

Add, Modify, & Delete Attachments on a Service Request

Attachments can be files or webpage links that you add to a service request to provide additional information. For example, employees might include include pictures of the issue to provide visual context.

 

Add an Attachment to a Service Request

  1. Click + Add on the Attachments zone.
  2. Select how you would like to add an attachment and then follow the steps below. 

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Option 1: Select File from your Computer

  1. Select file from your computer. 
  2. Add a description (optional). 
  3. Select file category (optional). 
  4. Click Save. 

Option 2: Add a URL to Attach a Webpage

  1. Paste URL address. 
  2. Add website name. 
  3. Enter description (optional). 
  4. Select a category (optional). 
  5. Click Attach Link.

Option 3: Add a File from the NEXGEN Document Library

  1. Select file(s) from document library. 
  2. Click Attach. 
NEXGEN Tip: Documents are automatically added to the NEXGEN Document Library whenever they are uploaded to NEXGEN. They are sorted by the module to which they were added. If you have previously added the same document to a service request, use the service request module filter when searching for your file. 

 

View, Download, or Delete an Attachment on a Service Request

  1. To view an attachment, click the file name link. 
  2. To download or delete an attachment, click the dropdown arrow on the attachment and select Download or Delete.