1. Log in to a portal, and then add an attachment from an external location:

   Choices	Actions
   Add a case attachment	Create or find a case to which you want to attach external content. Note: You can locate a case by searching for it or by looking in your worklist or the Recents list. For more information, see Creating cases. In the upper-right corner, click the Expand the utility pane icon. In the Files & documents section, click the Manage files and documents icon, and then in the Manage content dialog box, click the menu option from which you can add files from an external system. The options in the menu show the values that you provide in the Label field on the Integration tab of your application rule. For more information, see Sourcing attachments from external storage. Note: When you connect to your external storage account from the application for the first time, you might receive a prompt to authenticate and authorize the connection. For example: Attach a file from your external system. Note: Attaching multiple files with the same name to the same case results in an error because storage providers treat the file name together with the path as a key. Click Submit. Result: The case attachment is displayed in the Files & documents section. Note: To remove a case attachment, click the Delete icon next to the name of the attachment.
   Add a space attachment	In the navigation pane, click Spaces. Click the space to which you want to add content. In the upper-right corner, click the Expand the utility pane icon, and then click the Related tab. In the Files & documents section, click the Manage files and documents icon, and then in the Manage content dialog box, click the menu option from which you can add files from an external system. The options in the menu show the values that you provide in the Label field on the Integration tab of your application rule. For more information, see Sourcing attachments from external storage. For example: Attach a file from your external system. Note: Attaching multiple files with the same name to the same case results in an error because storage providers treat the file name together with the path as a key. Click Submit. Result: The space attachment is displayed in the Files & documents section. Note: To remove a space attachment, click the Delete icon next to the name of the attachment.
   Add a Pulse attachment	Find or create a Pulse message to which you want to add content. For more information, see Viewing your activity feed and Posting a message in Pulse. In the field that is displayed in the Pulse section, click Add attachmentsExternal Sources, and then click an option from which you can add files from an external system. The options in the menu show the values that you provide in the Label field on the Integration tab of your application rule. For more information, see Sourcing attachments from external storage. For example: Attach a file from your external system. Click Post. Result: The Pulse attachment is displayed in the Pulse section.

You can use any CMIS-compatible server to source data for your application.

1. Log in to a portal, and then create or find a case or space to which you want to attach a file from a CMIS system.
2. In the upper-right corner, click the Expand the utility pane icon.
3. In the Files & documents section, click the Manage files and documents icon, and then in the Manage content dialog box, click the Content from CMIS tab.
4. In the Select a file section, select a file from one or more CMIS systems.
   • The CMIS systems in the list correspond to the Connect-CMIS rules that are available for the current operator.
   • The files in a CMIS system come from the CMIS repository that you configure in your Connect-CMIS rule that references the system.
5. In the Name field, provide a name for the attachment.
6. Click Submit.
   Result: The attachment is displayed in the Files & documents section.
7. Optional: To remove a case attachment, click the Show more icon next to the name of the attachment, and then click Delete.

1. Click the Gear icon next to the name of the attachment.
2. In the Manage attachment window, in the Version history section, click the file name for the appropriate version of the attachment to download.
3. Optional: To prevent other users from modifying the file attachment, select Lock this attachment for local editing.
4. Click Upload new version to check in the new version of the file.