To view individual task attachments within a generic case

The procedure to view individual task attachments within a generic case is as follows:

1. Using the Advanced search spy-glass (), select Generic Case Task as the Search for and Search by category, and enter the Task ID 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 Generic Case Task Details window is displayed.
3. Click on Attachments. The Attachments tab is activated, revealing a list of all files linked to the generic task in the Attachments summary table.
4. Highlight the specific row matching the attachment to be viewed.
5. Click on View Attachment. The Attachment Viewer window is displayed, revealing the document, image or video clip.
6. Click on Close.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, category, description, company, status) to ensure that the correct generic task is returned; an alternative Search by category of Generic Case may be selected to extend the available search fields.

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Generic task management overview

To add individual task attachments within a generic case

Using the search facility