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  • ✨What's New in Enate
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      • EnateAI IDP - Enhanced Invoice Field Detection
      • EnateAI AI Analyst - Iterate Prompt with AI
      • EnateAI - Document Classification
  • 2024.1
    • 2024.1 Changes Overview
      • New Feature: EnateAI - AI Analyst (Beta)
      • Improvements for Unhandled emails
        • New Feature: Unhandled Email Alert on Work Manager Homepage
        • New feature: Bulk Delete Unhandled Emails
        • New Feature: Create New Email Routes from the Unhandled Emails Page
        • New Feature to see Deleted Emails: Deletion Audit view
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      • New Feature: Extension Properties
      • Email Processing Logic Changes
      • New Feature: Forecasting Feature for Cases
        • Estimated Effort Enhancements
        • Record Count Enhancements
      • New Feature: Sentiment Analysis Report
      • New Fields on Users, Customers and Contracts
      • New Feature: Creating a Work Item from an Existing Email
      • New Feature: Option for Client Privacy Policy On Login page
      • Email Signature Optimisation
      • New Feature: Content in Client Emails - 'Expression of Intent' Instructions
      • Other Changes/Enhancements
      • Release Notes
  • 2023.5
    • 2023.5 Changes Overview
      • Set Confidence Thresholds for your Integrations
      • Email Connector-level control over Email Integrations
      • Enhancements to Incoming Email Processing
        • Rules when setting up WildCard Routes
        • Wildcard Email Routes - Runtime Scenarios
      • New Feature: Binary Data Storage Options - 'Bring Your Own Bucket'
      • Enhanced Quickfind support for Internal References containing '.' decimal points
      • Release Notes
  • 2023.4
    • 2023.4 Changes Overview
      • New Feature: Approval Flows
      • New Integration: Auto-tagging email attachments
      • New Feature: Link Tags
      • EnateAI for IDP - Document Extraction
        • Document Extraction from AzureAI
      • New Integration: Document Data Extraction from Infrrd
      • Change to Homepage Grid Display Rules
      • New Feature: User Availability Insights
      • Enhancement: More Flexible Mandatory Data Fields
      • Enhancement: Further Advanced Search Capabilities
      • Enhancement: Highlight Expiring Schedules
      • New Feature: Original Requester Contact Tag
      • New Option for Email Processing
      • Release Notes
  • Changes Overview
    • Recent Changes
  • Older Versions
    • Changes Overview - Older Versions
      • 2023.3 Changes Overview
        • New Feature: User Roles
        • New Feature: Embedded Reports
        • New Integrations - EnateAI for Email
        • New Data Capture Options
        • Views Page Enhancements & New Export Views to Excel Feature
        • Password Policy & SSO Setup in Builder
        • Other Enhancements
        • Release Notes
      • 2023.2 Changes Overview
        • Move to Multi-Page Application
        • New Feature: Focus List
        • Better Work Item Tracking Data
        • New Marketplace Integrations
        • Ability to End a Case Early
        • Supporting Currencies
        • Custom Card Localisation Option
        • File & Link Deletion on Files Tab
        • Release Notes
      • 2023.1 Changes Overview
        • Conditionality Based on an Action's Checklist
        • Bypassing Peer Reviews
        • Ability to Merge Branches
        • Allocation Method Changes
        • Plus Addressing Improvement
        • Release Notes
      • 2022.6 Changes Overview
        • Improvements to Working Between Teams
        • New 'View All' Section on Email Inbox
        • Handling of unprocessed emails
          • Unprocessed Emails Further Specifics
        • Merging Ticket Improvements
        • Custom Card Improvements
        • Email Processing Logic Changes
          • Plus Addressing
        • Email Routes Page Adjustments
        • RPA & OCR Integrations Moved to Marketplace
        • Release Notes
      • 2022.5 Changes Overview
        • Converting a Ticket into a Case Improvements
        • Bulk Create Enhancements
        • Improved Linked Work Item Options
        • Richer Checklist information
        • CHANGE TO EMAIL CONNECTOR - Fallback Email Route
        • Other Builder Changes
        • Application Credentials
        • Preparations for Self Service
        • Release Notes
      • 2022.4 Changes Overview
        • New Email Views
        • Ability to write draft emails
        • Other Email Improvements
        • CHANGE IN BEHAVIOUR - automated Ticket acknowledgement
        • Send Automated Emails for Cases
        • Ability to Link Existing Work Items
        • Improvements to Linking Work Items
        • Contact Tag Enhancements
        • Work Reassigning Improvements
        • Enhancements to Views
        • Case Short Description Added to Actions
        • Daylight Saving for Triggers
        • Incoming Email Routing Improvement
        • Other Enhancements
        • Release Notes
      • 2022.3 Changes Overview
        • Notifications Improvements
        • Files Tab in Tickets, Actions & Cases
        • Time Tracker Card Improvements
        • Timeline Improvements
        • Auto-creating External Contacts
        • Other Work Manager Changes
        • Improvements to Contact Tags
        • Release Notes
      • 2022.2 Changes Overview
        • Work Manager Changes
          • Searching for Files in Quickfind
          • Deleting an Email Attachment
          • Updates to Ticket
          • New Homepage Grid Columns
          • Further Work Manager Changes
        • Builder Changes
          • 'Global' Agent option
          • Localisation Configuration Improvements
          • Graph API Mailbox Improvements
          • Option to exclude local checklist when cloning a Case
          • Further Builder Changes
          • Dashboarding Improvements
          • 'Per Connector' Email Deduplication Option
        • Release Notes
      • 2022.1 Changes Overview
        • Release Notes
      • 2021.2 Changes Overview
        • Working with Linked Work Items
        • Sharing Emails between Linked Work Items
        • Release Notes
      • 2021.1 Changes Overview
        • Work Manager
          • New Page - Contact Management
          • Scheduling Emails and Using the Outbox Page
          • Streamlining of States
            • Case State Specifics
            • Action State Specifics
            • Ticket State Specifics
          • Home Page Grid Improvements
          • Improvements to Views
          • Enhancements to the Start Case Feature
          • Peer Review Action Enhancements
          • 'Trigger External API' Action Improvements
          • 'Wait for Sub-Cases to Complete' Action Improvements
          • Improvements to 'ABBYY FlexiCapture' Actions
          • 'Send Email' and 'Send Email and Wait' Action Improvements
          • Converting a Ticket into a Case Improvements
          • Timeline Improvements
          • Further Work Manager Changes
        • Builder
          • Service Matrix Changes
          • New Case Configuration Features
          • New Ticket Configuration Features
          • New Screen - Service Line Information
            • Creating New Ticket Types in a Service Line
            • Creating New Case Types in a Service Line
            • Creating New Action Types in a Service Line
          • Using multiple Case process for a Single Trigger
          • User Groups & Permissions
            • Setting Permissions
            • Migration of Existing Permissions
          • Improvements to Editing Steps for a Case Type
          • Showing Deleted Items
          • Viewing Activity History
          • Viewing Cases Linked to a Schedule
          • Cloning Objects
          • Easier Adding of Ticket Categories
          • Easier Copying of Data
          • Adding New Contact Tags
          • Grouping Companies under a Parent Company
          • External Contact Scoping
          • Easier Viewing of Cases Linked to a Schedule
          • Further Builder Changes
        • Overview of Enate Online Help
        • Release Notes
      • 2020.1 Changes Overview
  • FURTHER INFO
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On this page
  • Overview
  • Adding Files/Links to a Work Item
  • File Type restrictions
  • Tagging Files and Links
  • Adding Notes to Files
  • Previewing Files
  • Downloading Files
  • Filtering Files/Links
  • Freetext File Search

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  1. Older Versions
  2. Changes Overview - Older Versions
  3. 2022.3 Changes Overview

Files Tab in Tickets, Actions & Cases

PreviousNotifications ImprovementsNextTime Tracker Card Improvements

Last updated 1 year ago

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Overview

We have made significant enhancements to how you can view and manage files and links in Tickets, Actions and Cases. The Files Card which was previously displayed in the side bar has now been expanded and relocated to the 'Files' tab in the main part of the work item screen beside the Timelines - this is where you can now add files and links and view those that have been added to the work item.

The files tab shows all of the files and links that have been added to that work item and its related work items, plus attachments for incoming and outgoing emails..

Any files/links for the current work item which is open are displayed at the top of the files tab, and any for its related work items are shown in a separated section below this. Items are sorted by the date/time they were uploaded with the most recent at the top.

You can see the name of the file, what type of file it is, its size, who uploaded it (and when), plus the reference number and of the work item it was uploaded to. You can also see the and that have been added to the files.

Various icons help you to identify further information:

  • Standard file attachments are denoted with a paperclip icon:

  • Links are denoted with a links icon:

  • Attachments from incoming emails are denoted with a green email icon:

  • Attachments from outgoing emails are denoted with a blue email icon:

All files in the files tab are available to and links are available to add to the email body.

Please note that when upgrading from versions older than 2022.3, the files attached directly to a work item will all show in the 'Other work items' section without a reference number. Email attachments for this work item's emails will show in the 'Current' section however.

Adding Files/Links to a Work Item

If the work item is assigned to you, you can add files and links to a work item in the Files tab. Multiple files can be uploaded at one time. Click the upload links at the top of the tab to upload.

You can also drag and drop files into the files tab to upload them.

Note: The maximum size per file is 100.00 MB.

File Type restrictions

Tagging Files and Links

You can also add tags to multiple files and links at once by selecting one or more items and using the icon which are then displayed in the Files tab header.

Once tags have been added, the files/links will become available for auto-adding to emails with matching tags, allowing you to ensure that all documents of a relevant type are included with specific emails / email body content.

When a canned response text is inserted into a manual email or when a new email is auto-created and sent in-process, the system will identify any tags linked to the canned text / email template and will then auto-attach all of that work item’s files which share the same tag. Tags are linked to the canned response / email content as part of system configuration by administrator users in Builder when creating email templates.

Tagging files is also an important feature for processes which involve automation technology. Example: if a downstream automated Action needs to know which of the files you’ve attached to your Case is the ‘Invoice Confirmation’ file, you can tag the relevant files as such and, no matter what the file name, the automation technology would know to select that file based on its tag. Such external automation technology can equally well supply tags as part of uploading documents into Work Items in Enate for further downstream manual / automated use.

Note: If file tags are not configured in your system then this ‘add file tag’ option will not be displayed.

Adding Notes to Files

You can also add notes to files and links to provide a brief description of the content or to provide any other information that might be useful.

You can also add notes to multiple files and links at once by selecting one or more items and using the icon which are then displayed in the Files tab header.

Previewing Files

The menu on the right lets you preview an individual file. The preview will open in a new tab.

If the file is not previewable, a confirmation banner will pop up to explain this, and to offer an option to download the file. The file types supported for preview are as follows: txt, pdf, jpg, jpeg, jpe, jif, jfif, jfi, png, gif, web, tiff, tif, heif,heic, svg, svgz.

Downloading Files

You can download individual files by clicking on the option in the menu on the right.

You can download multiple files at once by selecting the files you wish to download and selecting the option at the top of the screen. These can be downloaded as multiple individual files or as a single compressed ZIP file via the ZIP download option here.

Please note that you cannot currently delete Files or Links from the Files Tab.

Filtering Files/Links

You can filter the files and links being displayed in the files tab by using the filter option at the top. You can filter by: Attachments, Outgoing Email Attachments, Incoming Email Attachments and Links.

Freetext File Search

There's also a freetext search available to help you locate individual files or links. You can search based on the various text groups on display - Filename, Tag info and Notes texts.

By default, all types of files can be uploaded, however filetypes can be restricted by specifying acceptable types in the section of Builder.

Tags can be added to files and links. Tags help you to add structure to your files - important when sending out information. The tag titles available to you are .

general settings
set in Builder
add as attachments to any outgoing emails
tags
notes