Attachments Panel

The Attachments panel allows you to add, view, edit, or remove attachments associated to the case. You can add attachments to the Attachments panel on the Case Intake page, case summary page, or Attachments page.

IMPORTANT: PLL case attachments support custom widgets that allow integrations with third-party APIs. A widget must be configured by the administrator. See Add a Widget in the Style 2.0 Guide for more information.

  1. Create a case. See Create a Case for more information.

On the Case Intake page, you can add attachments. See Add Attachments for more information.

  1. Open a case.
  2. Scroll to the Attachments panel.

  1. Tap the search icon to quickly search the list for attachments.
  2. Tap Add to add an attachment. See Add Attachments for more information.
  3. Tap Edit to edit attachments. See Edit Attachments for more information.
  4. Tap Delete attachment or Delete All to remove attachments from the case. See Remove Attachments for more information.
  5. Tap Search to open the Attachment Search page. See Filter Attachments for more information.
  6. Tap the gear icon to change the number of rows viewed at a time in the panel.

See Attachments for more information on adding, editing, viewing, and removing attachments as well as applying labels to existing attachments.

  1. Open a case.
  2. On the activity toolbar, tap Attachments.

The Attachments page opens.

  1. Tap the search icon to quickly search the list for attachments.
  2. Tap Add to add an attachment. See Add Attachments for more information.
  3. Tap Edit to edit attachments. See Edit Attachments for more information.
  4. Tap Delete attachment or Delete All to remove attachments from the case. See Remove Attachments for more information.
  5. Tap Search to open the Attachment Search page. See Filter Attachments for more information.
  6. Tap the gear icon to change the number of rows viewed at a time in the panel.

See Attachments for more information on adding, editing, viewing, and removing attachments as well as applying labels to existing attachments.