Add or Remove Attachments

You can attach a file to your request at any time, regardless of the request's status. You can also delete any files you have previously added.

Make sure that the file you want to upload is in one of these formats: .pdf, .pptx, .doc, or .xlsx.

Adding an attachment

To add a file to your request:

1. Navigate to the Requests page and select the required request.

2. On the details page, select the Attachments tab. Then, select Add.

Add option on the Attachments tab

1. In the Add attachments dialog, do the following:

   1. In the Name field, provide a file name.

   2. In the Description field, add a brief description of the file you are adding.

   3. In the Upload files area, upload the file from your system or drag the file to the selection area.

2. Select Add. The file is added to the request and displayed on the Attachments tab.

Editing or deleting an attachment

To edit or delete an attachment, go to the same Attachment tab where you originally added the file. Select the actions icon (•••) next to the file, and then select Edit or Delete as needed.

A deleted file cannot be recovered.

If you choose Edit, upload the new attachment in the Edit Attachment section and save your changes.

If you choose Delete, a confirmation message will appear. Select Delete in this message to confirm the action.