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Add a Note with Attachment

As a Partner with Duck Creek, someone with your team may have already requested this package. Visit your Partner Page to view licensed packages.

Overview

The Add Note with Attachment configuration package enables a user to add an account note with the option to browse, upload, and link an attachment to the account note. 

Package Links

View Package Documentation

Dependencies for Package

The following tools and packages are required for correct implementation of the package.

Tools Needed to Complete the Package Installation

The following tools are needed to complete the package installation:

  • Duck Creek Author
  • Duck Creek Express

Dependencies

To use this package, you must also have Duck Creek Billing installed.

Installing the Package

After you are granted access to the Content Exchange packages you requested, use the Content Exchange Package Utility to install the package. This utility can be run on the server or on your local machine.

To install a package:

  1. Download and install version 3.5.0 of the Content Exchange Package Utility. 
  2. Once installed, open the utility and use it to install or unzip your downloaded packages. Learn more about using this utility.
    Some packages are completely installed by the Content Exchange Package Utility while others still require some manual steps. The documentation provided with each package includes any manual steps required to successfully install that package.
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