Working with Journals and Attachments
2 min
you can add journals/notes, emails, and attachments to incidents, service requests, tasks, and ci using your mobile device adding notes from the home page, open any workspace and click edit expand the journal section and click add notes on the notes page select a category and source from the dropdown menus enter details in the subject and notes fields, click apply click save adding an attachment from the home page, open any workspace and tap edit expand the attachments section tap the add icon choose the file you wish to attach and tap open deleting an attachment from the home page, open any workspace and tap edit expand the attachments section tap the remove icon on the attachment you wish to delete tap delete in the prompt message adding an email from the home page, open any workspace and tap edit expand the journal section, tap add email in the add email page, enter the following details category from the drop down list select a category from the email address of sender auto populates from name sender's name auto populates to you can select the names of the email recipients from the address book to add email recipients, use the address book's tabs such as contacts related to incident, users, teams, or contact groups, then tap apply similarly, use address book to add recipients for the cc and bcc fields subject auto populates from the summary select the processed button tap add attachment to attach any reference enter the message in the message field tap save the email is sent to the intended recipients