Attachments
The Attachments section stores the documents and files tied to the case. Attachments include the chargeback form, acquirer response, files uploaded by the account holder, and any user-uploaded files. Users can attach documentation to the case by selecting the + Attach new link. Attachments can be downloaded for review and deleted if needed.
Upload a test document then show the Download and Delete functions.
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How to Upload a Document- Click the + Attach new link
- Click the Select file(s) button
- Select the test document from your machine
- Update the Name box
- Explain the Category
- Accountholder: These are documents provided by the account holder that aren't required but support their case.
- Association: These are documents involved in the recovery process.
- Internal: These are documents used in the internal investigation that we don't want to share with the account holder.
- Supporting Documentation: These are required documents such as a WSUD or Statement of Dispute.
- Explain the Visibility
- Contact Center: The file will be visible to both the front-office and back-office.
- Member: The file will be visible to the front-office, back-office, and to the accountholder if OLB/self-service is enabled.
Fulfillment: The file will only be visible to the back-office.
- Click the Attach button
- Use the ellipses next to the uploaded document to show the Download and Delete actions
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