1: Attachments

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