Use Attachments on a Task

The Rel Docs panel allows you to add, view, or remove attachments for specific tasks as well as capture a signature for inspections or apply labels to specific attachments.

1. Open a case.
2. On the Workflow panel, tap the edit icon to the right of the task.

The Task Edit panel opens.

3. Tap Rel Docs.

Any related attachments are listed.

4. Tap Filter records to quickly search the list for attachments.
5. Tap the gear icon to change the number of rows viewed at a time in the panel.

See Attachments for more information on adding, viewing, and removing attachments as well as capturing a signature for the inspection and applying labels to attachments.