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Managing a case attachment stored in a CMIS system

Updated on March 29, 2022

Manage versions of a case attachment that is stored in a CMIS system at run time..

  1. Click the Gear icon next to the name of the attachment.
  2. In the Manage attachment window, the file attachment details such as the name, category, description, and version history are displayed. Download the current or an earlier version by clicking the file name for the appropriate version in the Version history section.
  3. Optional: To prevent other users from modifying the file attachment, select Lock this attachment for local editing
  4. Check in a new version of the file by clicking Upload new version and optionally add a comment.
Result: The new version now appears in the Version history section.

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