Siebel Fundamentals > Common Record Tasks >

Attaching Files to Records

You can attach a file created in another application to a record wherever the Attachments view is available within a screen. A variety of file types, such as Microsoft Outlook email messages, Microsoft Word documents, or image files, can be attached. The Attachments view is available only in those screens that would logically benefit from the addition of supporting material. For example, there are Attachments views in the Contacts, Accounts, and Opportunities screens.

The major benefit of the Attachments view is that it allows others who may be working with the same record to access the attachment. This provides team members with the latest information.

If you edit files attached to Siebel records, your changes are saved back to the Siebel file system when you step off the attachment record in the Siebel application.

You can create an attachment by:

• Using the Attachments view's New File button.
• Using the Attachments view's menu button.
• Dragging a file into the Attachments list view.

To attach a file to a record using the New File button

1. Drill down on the record to which you want to add the attachment.
2. Click the Attachments view tab.

   The Attachments list appears.

3. Click New File.

   The Choose file dialog box appears.

4. Locate and select the file you want to attach to this record, and then click Open.

   The Choose file dialog box closes and the file appears in the Attachments list as a new attachment record with the appropriate fields filled in. Some fields are described in the following table:

   Field	Description
   Update File	A check mark in this field indicates that you want your copy of the file to be updated automatically each time the original file is updated.
   Download File	Allows you to request files from the server. When a check mark appears in this field, the document is retrieved during the next synchronization session. This field applies to you only if you use Siebel Remote.

To attach a file to a record using the menu button

1. Drill down on the record to which you want to add the attachment.
2. Click the Attachments view tab.

   The Attachments list appears.

3. Click the menu button, and then click New Record.

   A blank record appears.

4. Click the Attachment Name select button.

   The Add Attachment dialog box appears.

5. Click Browse.

   The Choose file dialog box appears.

6. Locate and select the file you want to attach to this record, and then click Open.

   The Add Attachment dialog box closes and the file appears in the Attachments list as a new attachment record with the appropriate fields filled in.

To attach a file to a record using drag-and-drop

1. Drill down on the record to which you want to add the attachment.
2. Click the Attachments view tab.

   The Attachments list appears.

3. Locate and select the file you want to attach to this record.
4. Drag the file to the Attachments list view.

   The file appears in the Attachments list as a new attachment record with the appropriate fields filled in.

NOTE:  When you try to open an attached file, you will get either a Siebel download dialog box, or an Internet Explorer download dialog box. This depends on whether or not the record to which the attached file belongs is read-only or not. If the record is read-only, the Internet Explorer dialog box appears. If the record is not read-only, the Siebel dialog box appears.