Adding Attachments

Attachments can be added to workfiles using the Attachments tab, or from a parts invoice or a credit memo. Beginning with CCC ONE version 1.3 Service Pack 9, when attaching images to a workfile, you now must enter any note or description related to the image in the Notes field located in the bottom of the screen in the Attachments tab. Insurers will only see notes entered in this field and not the image labels that can be changed directly under each image. Please use this process to document all image attachments.

To add an attachment from a file folder

Click View > Workfiles from the menu bar. Use one of the workfile search options to locate the workfile you want to add an attachment.

Double-click on the workfile . The workfile details screen opens.

From the Attachments toolbar, click the Actions button, and then click Attach - From Folder. The File Open screen opens.

Navigate to the files or images you want to attach.

After you have selected one or more file attachments, click Open. The selected attachments appear in the Attachments pane.

Click Save or Save and Close.

Note: Multiple files can be selected at one time. Document type files are represented by their respective document type icon and do not display in the Image pane. Double-click on a file, it opens in a separate window.

To add an attachment from a camera or scanner

You must first attach your camera or scanner in order to use this feature. Follow these steps to attach files from a camera or scanner.

Select View > Workfiles from the menu bar. Use one of the workfile search options to locate the workfile you want to add an attachment.

Double-click on the workfile you want to work on. The workfile details screen opens.

Select the Attachments tab. The Attachments screen opens.

From the Attachments toolbar, click the Actions button, and then click Attach - From Camera / Scanner. The Select Device dialog box opens.

Select the device that contains the files you want to attach.

Click OK. The Get Pictures from . dialog box opens.

Select the files and click the Get Pictures button.

To add notes to an attachment

From the Attachments pane, click on the attachment. The Attachments pane displays the Notes field.

Enter your notes in the field.

Click Save or Save and Close from the toolbar.

Note: Annotations can be added to multiple files. However, annotations are not saved until you select Save from the toolbar.

Overview

Workfile - Attachments Tab

Screen Description

Attachments Tab Screen