To modify the details of a linked attachment in a home buy case

The procedure to modify the details of a linked attachment in a home buy case is as follows:

1. Using the Advanced search spy-glass (), select Home Buy Case as the Search for and Search by category, and enter the Case ID as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Home Buy Case Details window is displayed.
3. Click on Attachments. The Attachments tab is activated, revealing a list of all files linked to the home buy case in the Attachments summary table.
4. Double-click on the specific row matching the attachment record to be updated. The Update Attachment window is displayed, revealing the current name of the file attachment.
5. Enter a New name for the file attachment into the field provided 1.
6. Enter a revised Description for the attachment, providing contextual background as to the origin and purpose of the file.
7. Click on Confirm. The proposed changes to the attachment record are displayed in the Attachments summary table.
8. Click on Save.

Tip

1 To aid in identification purposes, it is good practice to devise and uphold a consistent naming convention for all attached files.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, stage, company, status) to ensure that the correct home buy case is returned; an alternative Search by category of Contact or Contact Group may be selected to extend the available search fields.

See related topics...

Home buy case progression management overview

To add an attachment to a home buy case

To remove an attachment from a home buy case

To view a linked attachment in a home buy case

Using the search facility