View Case Attachments

Overview

Intake users can view the files that have been uploaded to the case, regardless of case status. These files include attachments uploaded by the account holder via email or online banking if enabled, merchant documents regarding the disputed activity, and any files back-office users make visible to the Contact Center. 

Claim example: Quality

We recommend showing this tool after the Upload a New File walkthrough. 

How-To

Step 1: Click the View Case Attachments button. 

Step 2: View the file.

Click the file icon on the left to preview the document. 

Click the downward arrow on the right to download the file.