Work with Attachments

Attach a file to an inquiry

  1. Select the Attachments tab from the Inquiry Details pane.
  2. Select Add Attachments.

  3. Browse for your file.
  4. Select Upload.

By default, files upload as internal-only. You can change the audience for an attachment by updating the visibility status.

Update the audience for an attachment

  1. Select Change Visibility for the attachment you want to update.

  2. Select Internal or Client.

  3. Select Continue.