Attaching information 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.

1. Add the Attach Content shape to the life cycle of your case.
   1. In the navigation panel, click Case types, and then click the name of a case type.
   2. On the Workflow tab, click Life cycle.
   3. Hover over a process in a stage, and then click + Step > More > Utilities > Attach Content.
      Tip: For advanced processes, click Configure process to add the shape to the flow canvas.
   4. Click Select.
2. In the Attachment type list, click an option that describes the format of the expected attachment.
3. Optional: To define a business classification for the attachment, press the Down Arrow key in the Attachment category field, and select an option.
4. Enter a value in one of the following fields, based on the Attachment type that you selected:

   • File name — Enter the name of a binary file rule.

     Additional options, such as a link to open the binary file rule, are displayed after you provide a value in this field.

   • URL — Enter a Uniform Resource Locator or Uniform Resource Identifier that points to an external file or resource on the Internet.

   • Note — Enter descriptive text.

5. In the Attachment description field, enter text that describes why the attachment is added to the case.
6. Click Save.