Create New Attachment Category
Introduction
Welcome to this guide on how to add a new attachment category in the case management system. To organize case attachments, use attachment categories. These categories also hold the SharePoint Folder path. Here's how to use them: Access case management options, navigate to the attachment categories section, add a new category, and save your settings.
Steps to create a new attachment category
1. Start by selecting the 'Case Management' option.
2. Proceed to the 'Setup' section.
3. Navigate to 'Attachment Categories'.
4. Click on 'New' to add a new category.
5. Enter the required 'Name' for the category.
6. Provide the 'Site Address' associated with the category.
7. Fill in the 'Folder Path' where the attachments will be stored.
8. Save your settings to finalize the addition of the new category.