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Adding Attachments to Applications


Agents can add more detail to an application record by attaching relevant documents and other external media using the Application Attachments view of the Applications screen. The attachment can be in any format, such as a word-processing document.

The attachments that citizens add on a self-service Web site also appear in the Application Attachments view of the Applications screen.

You can add attachments to and delete attachments from applications with a Status field value of Saved, Submitted, or Rejected. You cannot add attachments to and delete attachments from applications with a Status field value of Cancelled or Processed. If you want to add an attachment after an application is processed, then add the attachment to the appropriate case record. For more information, see Adding Attachments to Cases.

This task is a step in Process of Managing Applications.

To add an attachment to an application

  1. Navigate to the Applications screen.
  2. To view only the submitted applications assigned to you, select My Applications in the visibility filter.

    Additional selections in the visibility filter display applications for your team, applications for an organization, and all applications. Applications newly assigned to you have a star icon in the New field of the Applications list.

  3. Drill down on the Name field of the application.
  4. In the Application Attachments view, click New File or New URL to associate a document or other media with the application.
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