Check the file, access settings, and case state when an attachment action fails. Supported uploaded files PDF; JPG, JPEG, PNG, and WEBP images; MP4,...
AI is completely optional. You can upload, link, organize, describe, and work with attachments without using AI. Your organization's API key AI...
Uploaded attachments can include file metadata, a SHA-256 hash, version records, and evidence export tools. Availability depends on the file,...
Files can enter a case through uploads, case updates, or an approved case request. Attach files to an update Open the case and add or edit an update....
The attachment email workflow sends secure, expirable links. It does not attach the underlying files directly to the email. Email the selected...
Secure share links let authorized users make attachments available with controlled access settings. Create a share link Find the attachment and choose...
Use file replacement when you want a revised file to remain part of the same uploaded attachment record. Add a new version Open the attachment's...
Attachments use case access, attachment permissions, and a Visibility Access Group to control access inside CaseWyze. Choose a visibility group When...
Uploaded files and cloud links open differently because they are stored in different places. Uploaded files Find the attachment in the case. Open the...
Use folders, search, and tags to keep case materials easy to find. Find an attachment Open the case's Attachments tab. Search for the item and use...
The attachment actions menu offers Delete, followed by a Remove Attachment confirmation. Review the confirmation carefully before proceeding. Remove...
Edit descriptive information to make an attachment easier to identify and find. Editing requires Upload/Edit Attachments and an editable case. Edit an...
Choose whether the attachment should point to a live cloud file or preserve a particular copy in CaseWyze. Use an external link for a live document A...
You can save cloud file links as attachments in CaseWyze. The file can remain in Google Drive, OneDrive, SharePoint, Dropbox, Box, iCloud, or another...
Upload a file when you want a copy stored in CaseWyze. Add files Open the correct case and select Attachments. Select Add Attachment > Upload File. In...
Attachments keep supporting documents, photos, recordings, and evidence connected to a case. Open a case's Attachments tab to manage them. Two ways to...