Attachments Section

Overview

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.

Use any claim to upload a test document then show the Download and Delete functions. 

How-To

1. Click the + Attach new link
   
   
2. Click the Select file(s) button
   
   
   
3. Select the test document from your machine 
   
   
   
4. Update the Name box
   
   
5. Explain the Category
   
   
   1. Accountholder: These are documents provided by the account holder that aren't required but support their case.
      
      
   2. Association: These are documents involved in the recovery process.
      
      
   3. Internal: These are documents used in the internal investigation that we don't want to share with the account holder.
      
      
   4. Supporting Documentation: These are required documents such as a WSUD or Statement of Dispute.
      
      
6. Explain the Visibility
    
   1. Contact Center: The file will be visible to both the front-office and back-office.
      
      
   2. Member: The file will be visible to the front-office, back-office, and to the accountholder if OLB/self-service is enabled.
      
      

   3. Fulfillment: The file will only be visible to the back-office.
      
      

7. Click the Attach button
   
   
8. Use the ellipses next to the uploaded document to show the Download and Delete actions