Siebel Life Sciences Guide > Objectives > Administrator Setup Procedures >

Adding Attachments to an Objective

An attachment can be any file containing information relevant to the objective. You can use the Objective Attachments view to add, delete, and view attachments associated with an objective. You can add supporting literature, such as marketing and sales documents, to an objective. Any member of the team assigned to the objective can add or delete attachments.

To add an attachment to an objective

  1. From the application-level menu, choose View > Site Map > Objectives screen.
  2. Select the appropriate objective in the Objectives list and click the Attachments view tab.
  3. Click New.
  4. In the Name field, specify the filename or URL.
  5. Check the Auto Update flag if you want to have the file automatically updated during synchronization.

    6. This applies only to local files. If a file is not local, it cannot be updated during synchronization.

  6. Click Save.

    7. NOTE:  In order for users to view a literature item, they need to have software capable of opening the literature item file installed on their computers. For example, they must have Adobe Acrobat Reader in order to view a .pdf file.


 Siebel Life Sciences Guide 
 Published: 18 April 2003