Edit Attachments

You can edit information for individual attachments or multiple attachments from the Attachments panel on the work activity or the Attachments page on a work order or case. See Attachments Panel for more information on accessing the Attachments panel from those pages. When editing case attachments, visibility of the attachment in Public Access is controlled by the Show in PA check box.

  1. Open a case or work order.
  2. Either scroll to the Attachments panel on the work activity or click Attachments from the activity toolbar on a work order or case.
  3. Select an attachment in the Attachments panel. The edit icon becomes active.
  4. Click Edit.

The Edit Attachment panel opens. The panel identifies information about the selected attachment.

  1. Enter a Title.

NOTE: When a Title is added the Title appears in the Attachments panel instead of the file name.

  1. Enter a Description.
  2. Select a tag from the Add Tag drop-down list. See Add Tags to an Attachment for more information.
  3. If a new tag is required, enter the name in the Create Tag field and select Add to add it to the Add Tag drop-down list.
NOTE: In the Edit Attachment panel for permit cases, the Show in PA check box is selected by default, making the attachment visible in Public Access. Visibility is verified via the Public Access indicator (a two-person icon) located below the attachment name in the case Attachments panel. Clear the check box to make the attachment not visible in Public Access. Attachments with Recommended or Required labels display as Private Attachment in Public Access, indicating the submission requirements are met while keeping the record restricted.
  1. Click Save to save the information on the attachment.

See Attachments for more information on adding, editing, viewing, and removing attachments as well as applying labels to existing attachments. See Edit Attachment Fields for an explanation of fields on the Edit Attachments panel.

  1. Open a case or work order.
  2. Either scroll to the Attachments panel on the work activity or click Attachments from the activity toolbar on a work order or case.

TIP: You can filter the list of records displayed. See Filter Records for more information.

  1. Select the check box next to each attachment or select the check box next to See Required to select all attachments in the panel. The edit icon becomes active.
  2. Click Edit.

The Edit Attachment panel opens. Notice the panel identifies the number of attachments selected.

  1. Enter a Description.
  2. Select a tag from the Add Tag drop-down list. See Add Tags to an Attachment for more information.
NOTE: In the Edit Attachment panel for permit cases, the Show in PA check box is selected by default, making the attachment visible in Public Access. Visibility is verified via the Public Access indicator (a two-person icon) located below the attachment name in the case Attachments panel. Clear the check box to make the attachment not visible in Public Access. Attachments with Recommended or Required labels display as Private Attachment in Public Access, indicating the submission requirements are met while keeping the record restricted.
  1. Click Save to save the information on the attachment. The information entered is applied to all of the selected attachments.

See Attachments for more information on adding, editing, viewing, and removing attachments as well as applying labels to existing attachments. See Edit Attachment Fields for an explanation of fields on the Edit Attachments panel.