TABLE OF CONTENTS
- Feature Summary
- Supported Ticket Types
- Key Benefits
- Viewing Attachments
- Previewing Attachments
- Collapse or Expand the Attachments Section
Feature Summary
Managing attachments just became simpler and more efficient for specific ticket types across Business and IT workspaces.
This enhancement introduces a dedicated Attachments section that provides a consolidated view of all files related to a ticket (case or service request), depending on the workspace. Agents and requesters can now quickly access, preview, and manage documents from one place, eliminating the need to jump between conversation threads or service items.
Attachments can originate from various parts of the tickets, including:
- Attachments added as part of the description, or service items
- Attachments uploaded in conversations, by agents or requesters
- Documents generated as part of case/service requests
Supported Ticket Types
Workspace | Ticket Type | Attachments Support |
Business Workspace | Cases/Tickets | ✅ Supported |
IT Workspace | Service Requests | ✅ Supported |
IT Workspace | Incidents | ❌ Not Supported |
Key Benefits
The key benefits of this feature include:
- Consolidated View for Easier Management – Access all attachments related to a case/service request in one place–no need to open individual items or search through conversations.
- Preview Without Downloading – Quickly preview attachments directly in the section, saving you time and eliminating the need to download files unless absolutely necessary. The preview screen also gives you the context of where the attachment/document originated.
Viewing Attachments
The total number of attachments for a case/service request appears next to the Attachments title, as shown in the image below. By default, up to three attachments are visible. To view the complete list of attachments, click View all.
The following image shows how attachments are displayed on the View all screen.
Previewing Attachments
You can preview an attachment by clicking it. The attachment, along with the conversation associated with it, will be displayed, so as to add more context to the attachment you’re viewing currently.
Collapse or Expand the Attachments Section
To hide or reveal the Attachments section, click the arrow icon shown in the image below. This allows you to manage screen space and focus on other parts of the case/service request as needed.