When you work on a case, you can add content from a CMIS system to the case in the
Attachments
section.
For information about configuring your application to use a
CMIS system, see
Managing case attachments with CMIS systems
on the
Pega Community.
-
Click
Attach new
in the
Attachments
section and click the value that you entered in the
Label for 'Upload CMIS
content' menu item
field on the
Integration &
security
tab of the application rule.
-
Browse and attach a file from one or more CMIS systems. These systems correspond to the
Connect-CMIS records that are available for the current operator.
The case attachment now appears in the
Attachments
section.
Note:
To remove a case attachment, click the
Delete
icon next to
the name of the attachment.