Adding Files to an Incident

You can attach documents to an incident via upload or by linking to a hosted document through a URL.

To upload a document

  1. On the Incident Management menu, select Incident Register.

    The Incident Register screen appears.

  2. Click the name of the incident in which you want to attach a document.

    The Incident Details screen appears.

  3. Go to the Attachments tab.

    The Attachments tab appears.

  4. Click the Add Files button.

    The Add Files modal appears.


    Add Files modal showing options to select a file, enter a name, and provide a description for the attachment.
    Field
    Description
    Add

    Select the file in which you'd like to add to the incident record.

    Note:

    The following file types are allowed: jpeg, txt, docx, mov, ppt, xls, pptx, csv, mp4, xlsx, zip, jpg, mpp, msg, pdf, vsd, vsdx, png, doc, and avi.

    Name

    Enter the name of the attachment.

    Description

    Enter a description of the uploaded attachment.

  5. Complete the fields.
  6. Click the Save button to save the file or click the Save and Add New button to save the file and immediately add another.

To link to a hosted file

  1. On the Incident Management menu, select Incident Register.

    The Incident Register screen appears.

  2. Click the name of the incident in which you want to link to a hosted file.

    The Incident Details screen appears.

  3. Go to the Attachments tab.

    The Attachments tab appears.

  4. Click the Add Links button.

    The Add Links modal appears.


    Add Links modal showing fields for URL, Name, and Description for a hosted file link.
    Field
    Description
    URL

    Enter the URL to the hosted document.

    Name

    Enter the name of the external link.

    Description

    Enter a description of the document being linked.

  5. Complete the fields.
  6. Click the Save button to save the link or click the Save and Add New button to save the link and immediately add another.