To view a linked attachment in a homelessness case

The procedure to view a linked attachment in a homelessness case is as follows:

1. Using the Advanced search spy-glass (), select Homelessness 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 Homelessness Case Details window is displayed.
3. Click on Attachments. The Attachments tab is activated, revealing a list of all files linked to the homelessness case in the Attachments summary table.
4. Highlight the specific row matching the attachment to be viewed.
5. Click on View Attachment. The Attachment Viewer window is displayed, revealing the document, image or video clip.
6. Click on Close.

Note

1 Additional search criteria may need to be employed (e.g. start and end date ranges, company, status, category) to ensure that the correct homelessness 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...

Homelessness case progression management overview

To add an attachment to a homelessness case

To associate a linked record attachment with a homelessness case

To link a communication attachment to a homelessness case

To remove an attachment from a homelessness case

Using the search facility