In addition to appending comments to a tracker, you can also attach documents and images that can clarify or enhance the tracker discussion. To do this, your company must have the Document Imaging companion product.
To attach a document or image to a tracker:
Open the tracker to which you want to attach a document or image.
Do one of the following:
Press Shift-F7.
From the User Tools > Imaging menu, select Index Images.
Browse to the file you want to attach and select it.
The Attachment Indexing window displays.
In the Image Description field, replace the default profile description with a more complete description of the attached image, if needed.
In the Document Profile field, replace the default document profile, if needed, by selecting from a list of available document profiles, such as Signature or Letter.
Populate the rest of the fields, as needed.
Click the Preview button to view the attachment, if needed.
Click one of the following buttons:
Index - Cuts the file from the current location and pastes it in the index. For example, if you attach a file from your hard drive, the system removes the file from that location and places it into the indexed file.
Index Without Delete - Copies the file from the current location and pastes it in the index. The file is then in two places. For more information about attachment indexing, see Attaching Images to Eclipse Records.
Note: Click the image icon in the upper-right corner of the Call Tracking Entry window to display the attachment.
See Also:
Appending Comments to Trackers