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Is it possible to attach documents to a customer request type?

Julie Prolhac

We would like to attach an Excel template for the customer to fill, directly in their request. They could download a specific template that they would directly attach to their request.

Instead of a customized field to fill, this would be a customized field to download an Excel. Is that possible?

Accepted answers

Jakub Hanak

Hello @Julie Prolhac,

You cannot attach an Excel template. Hovewer, you can post a link for this Excel file to the Customer portal, where they can download it and then attach it to the request.

Best regards,

Jakub

All comments

Jakub Hanak

Hello @Julie Prolhac,

You cannot attach an Excel template. Hovewer, you can post a link for this Excel file to the Customer portal, where they can download it and then attach it to the request.

Best regards,

Jakub

Julie Prolhac

Thank you very much @Jakub Hanak! I created a "how to" page and inserted there the file. And the request itself is now linked to this page.

Jakub Hanak

You are welcome! Or you can add link (for example to Sharepoint or Confluence) to this page right into particular Request type, use this field.

Have a good day,

Jakub

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