This article will go over a new feature for the case notes screens that allows for attachments to be added to case notes.
Adding Attachments
There is now an Attachments field at the bottom of the case note screens. You can simply choose a file and save it with the case note.
Once the case note is saved, you will see the attachment symbol of a paperclip next to your saved case note to show you that there is an attachment. You can add multiple attachments by SHIFT clicking or CTRL+ clicking the multiple attachments you want uploaded.
Viewing the Attachments
To view the attachments, go to the 'Review Notes' tab in black on the right side of the screen.
Once you find the case note, the attachment will be have the paperclip symbol in front of it as shown below.
Deleting the Attachments
To delete an attachment, select the 'Edit' option of the saved case note. You can delete the entire case note or just the red trashcan next to the uploaded attachment shown below.
