New Functionality – Add Attachments and send via email

You can now add attachments and send via emails. Please see the instructions below.

Scenario 1 (Sending an attachment to a Support Group)

  • From within the ticket select “Add Attachment” within Actions
  • Give the attachment a title
  • Browse the file that you would like to attach
  • Select Save and Close
  • Select the Attachments tab at the bottom of the screen and click on the attachment
  • Select Send from within Actions
  • Select the Support Group
  • Tick box Send to selected group or user
  • Then enter details into the Email Body box
  • Select Save and Close
  • Then select Save and Close again to come out of the attachments option

Scenario 2 (Sending an attachment to a Selected User)

  • From within the ticket select “Add Attachment” within Actions
  • Give the attachment a title
  • Browse the file that you would like to attach
  • Select Save and Close
  • Select the Attachments tab at the bottom of the screen and click on the attachment
  • Select Send from within Actions
  • Enter the users ID
  • Tick box Send to selected group or user
  • Then enter details into the Email Body box
  • Select Save and Close
  • Then select Save and Close again to come out of the attachments option

Scenario 3 (Sending an attachment to the Raise User)

  • From within the ticket select “Add Attachment” within Actions
  • Give the attachment a title
  • Browse the file that you would like to attach
  • Select Save and Close
  • Select the Attachments tab at the bottom of the screen and click on the attachment
  • Select Send from within Actions
  • Leave the Group and User blank
  • Tick box Send to Raise User
  • Then enter details into the Email Body box
  • Select Save and Close
  • Then select Save and Close again to come out of the attachments option

Scenario 4 (Sending an attachment to the Group and Raise User)

  • From within the ticket select “Add Attachment” within Actions
  • Give the attachment a title
  • Browse the file that you would like to attach
  • Select Save and Close
  • Select the Attachments tab at the bottom of the screen and click on the attachment
  • Select Send from within Actions
  • Select the Group from the drop down
  • Tick box Send to selected group or user
  • Tick box Send to Raise User
  • Then enter details into the Email Body box
  • Select Save and Close
  • Then select Save and Close again to come out of the attachments option

Scenario 5 (Sending an attachment to the Selected User and Raise User)

  • From within the ticket select “Add Attachment” within Actions
  • Give the attachment a title
  • Browse the file that you would like to attach
  • Select Save and Close
  • Select the Attachments tab at the bottom of the screen and click on the attachment
  • Select Send from within Actions
  • Enter the user ID
  • Tick box Send to selected group or user
  • Tick box Send to Raise User
  • Then enter details into the Email Body box
  • Select Save and Close
  • Then select Save and Close again to come out of the attachments option

PLEASE NOTE:

1. The ticket reference number will not automatically be included in the email so it is important to include a meaningful description of the file and why you’re sending it.

2. You cannot send an attachment to Support Group, Selected User and Raise User at once.

 

 

 

 

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