Adding a case or Pulse attachment from external content locations
When you work on a case, you can add content from external content locations to a case. You can source content from CMIS systems, web storage, or file storage repositories.
- Add a case attachment by completing the following steps:
- Click Attach new in the Attachments
section and then click the menu option that allows you to add files from an external
system. This option is the value that you entered in the Label field that is displayed on the Integration & security tab of your application rule.
- Browse to and attach a file.
- Click Attach new in the Attachments
section and then click the menu option that allows you to add files from an external
system.
- Add a Pulse attachment by completing the following steps:
- Optional: Enter a message in the field that appears below the Pulse section.
- Click Upload external in the Pulse
section and click the menu option that allows you to add files from an external
system. This option is the value that you entered in the Label field on the Integration & security tab of your application rule.
- Browse to and attach a file from your external system.
- Click Post.
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