Attaching content to a case
You can use the Attach Content shape to control the kind of information that is added to a case. By attaching relevant correspondence and documentation, you can centralize the supporting information for a case.
- Add the Attach Content shape to the life cycle of your case:
- In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.
- On the Workflow tab, click Life cycle.
- In a stage, click .
- Click Select.
- Attach content:
- Attach a document by clicking Attach a file.
- Attach a URL by clicking Attach a link.
- Click Save.
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