Viewing and updating notes and attachments

  1. Select Queue.
    If you're a manager, you can access cases by selecting Cases > All.
  2. On the Assigned To Me, All, or Unassigned tab, select and open a case.
  3. Click the Notes and Attachments tab.
  4. Select the case note or attachment to view.
  5. To update a case note, right-click the note and select Update.
  6. Specify information in the note form.
  7. Click Submit.