Siebel Marketing User Guide > Planning and Budgeting for Marketing > Process of Creating Marketing Plans and 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

1. Navigate to the Marketing Plans screen.
2. In the Marketing Plans list, click a Marketing Plan name.
3. 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.