Working with Journals and Attachments

1.From the Home page, open any workspace and tap Edit.

2.Expand the Journal section. For task - expand the Comments section and tap Notes.

3.In the Notes page, select the Category, Source, and other relevant information and tap OK.

4.Tap the Save icon .

1.From the Home page, open any workspace and tap Edit.

2.Expand the Attachments section.

3.Tap the add icon .

4.Choose the file you wish to attach and tap Open.

1.From the Home page, open any workspace and tap Edit.

2.Expand the Attachments section.

3.Tap the remove icon on the attachment you wish to delete.

4.Tap Delete in the prompt message.

1.From the Home page, open any workspace and tap Edit.

2.Expand the Journal section, tap Add Email.

3.In the Add Email page, enter the following details:

•Category - From the drop-down list select a Category.

•From - The email address of sender auto-populates.

•From Name - Sender's name auto-populates.

•To - You can select the names of the email recipients from the Address Book. To add email recipients, use the Address Book's tabs such as Contacts Related to Incident, Users, Teams, or Contact Groups, then tap Apply.

•Similarly, use Address Book to add recipients for the CC and BCC fields.

•Subject - Auto-populates from the summary.

•Select the Processed button.

•Tap Add Attachment to attach any reference.

•Enter the message in the Message field.

4.Tap Save. The email is sent to the intended recipients.