To associate a linked record attachment with an estate management case

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The procedure to associate a linked record attachment with an estate management case is as follows:

  1. Using the Advanced search spy-glass (), select Estate Management Case as the Search for and Search by category, and enter the Case reference as the search criteria 1.
  2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Estate Management Case Details window is displayed.
  3. Click on Attachments. The Attachments tab is activated.
  4. Click on New Attachment 2. The Attach Files window is displayed.
  5. Activate the Select from linked case tick box provided, denoting that the required attachment is already mapped to an associated case file 3.
  6. Click on Next. The Select Linked Case Attachments window is displayed, revealing a list of all images and other digital media already associated with one or more linked cases, as displayed in the Case Attachments summary table.
  7. Activate the Select tick box against each file attachment to be linked to the estate management case; a preview of each attachment, along with qualifying contextual information (name, file type, description, created date) can be obtained simply by highlighting the corresponding row.
  8. Click on Save. The attributes of each linked file attachment are displayed in the Attachments summary table.


Note

1 Additional search criteria may need to be employed (e.g. start date ranges, target inspection date ranges, company, status, inspection type) to ensure that the correct estate management case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

2 This option is inactive for estate management cases that are set to a status of Cancelled or Closed.

3 This option is only available in the instance where links to other case files have been established.


See related topics...

Estate management case consolidation activity overview

To link a communication attachment to an estate management case

To add an attachment to an estate management case

To view a linked attachment in an estate management case

Using the search facility