Siebel Marketing User Guide > Planning and Budgeting for Marketing > Creating and Submitting Budget Requests >
Attaching Documents to Marketing Plans
You can attach planning documents to a marketing plan using the Documents view. These documents are visible to anyone who has access to the plan. To attach a document to a marketing plan
- Navigate to the Marketing Plans screen.
- In the Marketing Plans list, click a Marketing Plan name.
- Click the Documents view tab, and attach the document to the marketing plan in either of the following ways:
- If the document is a file on your computer or network, click New File, then navigate to the file, and click Open.
- If the document is a Web page, click New URL, paste the URL into the URL field, and click Add.
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