Attachments in AutoTask

Attachments in AutoTask


Adding an Attachment to a Ticket

If you are attaching information to AutoTask from an email message, you must convert the contents of the email to a PDF.


Warning
Do not attach Outlook or other email files to the ticket as these are difficult and time consuming to open. 

The only exception is if you are attaching mail headers for a security incident investigation. Otherwise, emails that need to be saved in EML format (anything we may need as proof that the email was sent) should be saved in the customer's folder in the Info mailbox. (Info>All>Clients>[Customer name].)


Using Ticket Note Notification Section to Send An Attachment Through AT


If you need to send a ticket note to a customer with an attachment, you can add the attachment from the note interface.  



Alert


Make sure you’ve checked the box that says "Include Attachments in Email notification" under the Notification tab. 







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