Attaching Files to a Ticket in the TeamDynamix Client Portal

Environment

TeamDynamix Client Portal tickets

Issue

How do I attach files to a TeamDynamix ticket?

Resolution

You can attach files to TeamDynamix (TDX) tickets from Google Drive, Box, Dropbox, or your computer. NOTE: The instructions in this knowledge article are for attaching a file while in the TeamDynamix Client Portal.

Attaching a file from Google Drive, Box or Dropbox

  1. To open the ticket you'd like to add an attachment to, click the ticket number link in the confirmation email you received after you submitted it.

Alternatively, you can find your ticket on the Ticket Requests page, which is in the Services section of the Client Portal.   

  1. Select the location of the file(s).

NOTE:  You can attach more than one file at a time.

  1. Find the file(s), click to highlight, and click Select.

You do not need to resave the ticket.  

You will see the attached files listed on the right side of the ticket window.

Important considerations for attaching files on Google Drive, Box and Dropbox:

  • The TDX ticket must be saved or you will not see the buttons for attaching files.  
  • You will be prompted to sign on with your uniqname and Kerberos password in order to access Google Drive, Box or Dropbox.
  • The file you attach must be shared (e.g.,"Anyone with the link can view") so the user(s) can access it from TDX. 


Attaching a file from your computer

When uploading from your computer:

  • The ticket does not need to be previously saved.
  • You can click the Add Attachment tab or the plus sign + in the Attachments box on the right side of the window. Then locate and click the file(s).

or

  • You can drag the file(s) onto the Attachments box. 

Additional Information

File type and upload size restrictions are specified in this TeamDynamix knowledge article: Attachments in TeamDynamix.

 

Details

Article ID: 2984
Created
Thu 6/25/20 10:35 AM
Modified
Thu 6/25/20 11:39 AM