Previewing, saving, and removing attachments

Note:

Previewing and saving attachments are currently available in Ignite desktop only. The Ignite web client allows for downloading attachments only.

Agents can preview the following attachments on incoming emails: PDF, Word, Excel, and Windows Media files (.wma). Note that these applications are not included with Ignite and must be installed on the agent’s desktop for previewing to function. Agents can also save attachments to their hard drives, and remove attachments from received emails.

The following procedures explain how to
  • Preview PDF, Word, Excel, and Windows Media files attachments
  • Save attachments
  • Remove attachments
To preview an attachment (DESKTOP)
  1. In the Preview pane, click the attachment and select Open.
    Note:

    If the list of attachments exceeds two lines, use the scroll bar to navigate attachments.

To save an attachment (DESKTOP)
  1. In the Preview pane, click the attachment and select Save. If the list of attachments exceeds two lines, use the scroll bar to navigate attachments.
  2. Browse to a save location and click Save.
    Note:

    Save dialog options may vary depending on your operating system. If more information is required, please consult Microsoft Windows documentation.

To remove attachments (DESKTOP and WEB)
  1. To remove an attachment, click the X button beside the attachment.
  2. To remove all attachments, to the right of the attachments, click the Remove All Attachments button.
Parent topic: Handling emails in Ignite
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