CSM 10.4 Documentation

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Add a Document (Attachment) to a Document Repository

To add a document using the Document Repository Manager:

  1. Open the Document Repository Manager.

    The Manager lists the existing Document Repositories.

  2. Select a Document Repository to populate with documents.
  3. Select Options > Attachment Manager.

    The Attachment Manager opens, listing the available attachments.

  4. Select/create Attachments.
  5. Select Close.

To add a document using the Document Repository:

  1. Open the Document Repository in the Customer Portal.
  2. From the Document Repository toolbar, select Import.
  3. Select Select File.
  4. Select a document from the File Explorer and then select Open.
  5. (Optional) Edit the name of the document. If you do not provide a name, the file name is used by default.
    Note: You can remove the document by selecting the X (Remove) icon to the right of the attachment.
  6. Select Submit.


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