Attach Documents to Tickets via Document Management in the Webapp

Overview

Attach one or multiple files to a new ticket or to one or multiple existing tickets while working in the Documents section in the Webapp.

Access & permissions

How to access Document Management

1. Click Documents
2. Select a project
3. Click All files
   

   

Attach Documents to a New Ticket

To create a new ticket with one or more files attached to it:

1. Select the checkboxes for each file (maximum 10)
2. Click Bulk actions
3. Hover over Attach to ticket
4. Click + New ticket
   

   

5. Complete the ticket form as described in Fill in the Form of a Ticket.
6. Click Save
   

   

Attach Documents to Existing Tickets

To attach one or more files to one or more existing tickets:

1. Select the checkboxes for each file
2. Click Bulk actions
3. Hover over Attach to ticket
4. Click Existing tickets
   

   

5. Optional: Search tickets
6. Select the checkboxes for each ticket (maximum 10)
7. Click Attach
   

   

The same options for Attach to ticket are also available in the More menu of a single file: