Siebel Partner Relationship Management Administration Guide > Using Market Development Funds > Working with Fund Requests >

Adding Attachments to Fund Requests

You can attach supporting documents to Fund requests. For example, if you write a report that describes in detail how the partner plans to use the funding, you can attach it to the Fund Request record. Or if the request is to fund a booth at a trade show, you can attach a brochure from the trade show using any convenient file format, such as an Acrobat file. Employees who review and approve the request can view these attached documents. Attach files to MDF Request records in the Fund Request Attachments view.

NOTE:  The partner to which an MDF request applies can view attachments to the request and can also add attachments to the request for the brand owner company to view.

To enter fund request attachments

  1. Navigate to the Fund Requests screen.
  2. In the list of fund requests, select the request to which you want to add the Attachment.
  3. Click the Fund Request Attachments view tab.

    4. The Fund Request Attachments view appears.

  4. In the Fund Request Attachments list, click the menu button, then click New Record to add a new record to this list.
  5. In the Attachment Name field, click the select button.

    6. The Add Attachment dialog box appears.

  6. In the Add Attachment dialog box, click Browse, navigate to the file you want to attach to the record, and click Open.

    7. The name of the file appears in the File Name field of the Add Attachments dialog box.

  7. Click Add.

 Siebel Partner Relationship Management Administration Guide 
 Published: 18 April 2003