NOTE:  Media items, e.g. pictures or videos, can be attached to any type of item.
  1. Click anywhere within a question or answer field of an item panel depending on what you intend to attach the media item to. The formatting toolbar appears at the top of the tab/ checklist. 



  2. Click the media icon at the left end of the formatting toolbar.
    The Insert Media pop-up window appears.

  3. Copy and paste any YouTube/ Vimeo link desired to be embedded or click the Choose File button and browse for a file to be attached from the computer. 


SUPPORTED FORMATS:

  • Image: jpg, jpeg, gif, png
  • Video: avi, mp4, mov, mpg
  • Audio: wav, mp3, au
  • Document: pdf docx, doc

4. Click Embed.

The link/ file will be embedded in the field highlighted.
 


Click anywhere outside the highlighted field or change tabs to have the embedded media saved.

Deleting inserted media

  1. To delete an inserted link/ file, click the containing field.
    The field - including the media item - becomes editable.
  2. Click the X icon in the top right corner of the attachment field. The embedded media will be deleted.

For further information, visit our Case Manager and Cases - How to pages, or watch our Case Manager Training Videos.