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How to view, add or delete an attachment

This guide will show you how to add or remove an attachment from a case.

Before you start

  • Attachments can only be changed when you are working on a case as the case manager
  • Accessing a case from the search, attachments can only be viewed

Steps to add an attachment

  1. Open the case.
  2. Open the Attachments tab to see a list of the current attachments.
    Current Attachments
  3. To add a new attachment press the "Add an attachment" button.
    Add Attachment Button

    Then upload your file.
    File Upload
  4. To remove an attachment, press "Delete" in the Actions column.
    Delete Attachment

Result

  • Adding or removing attachments adds a private note to the case history which includes the name of the uploaded/deleted file
Last modified on 30 April 2026