Skip to main content
All CollectionsIncident365™FAQ
How to attach a document to an incident record
How to attach a document to an incident record
Beth avatar
Written by Beth
Updated over 6 years ago

It is possible to attach a variety of document types to incident records. These include:

  • Word documents

  • Spreadsheets

  • Photographs and Images

  • Portable Document Format files (PDF)

To attach a document to an existing record, you can by following these simple steps.

1. First, click on the Incidents option from the menu on the left.

2. Next, find the record you would like to add an attachment to, and click its Action button on the left. 

3. Now click on the View/Edit option.

4. Now click on the Attachments tab.

5. Now click the + Add New Attachment button.

6. Type in an Attachment Name, and then choose an attachment Category from the list (Note: If you do not complete these two elements, the Browse button will remain disabled until you do).

7. Now click the Browse button and search your computer for the file you want to attach. Once located, click the file to highlight it and then click Open.

8. The chosen file will now be uploaded to the system. Once uploaded, it will appear in the attachments as shown below.

Please Note: You may need to allow time for your attachments to upload as it takes a lot longer with slower internet connections and large files sizes).

Please also remember that the maximum file size for uploads is 20MB.

Did this answer your question?