Siebel Partner Relationship Management Administration Guide > Sharing Data with Partners > Sharing Transactional Data with Partners >

Sharing Files with Partners

You can share files with your partners. For example, you can give them a copy of a report you have written about an opportunity or get a copy of a report they have written.

Both the brand owner and partner company can share files by attaching the files to opportunities or fund requests. Both can also view or delete an attachment to an opportunity or fund request.

NOTE:  Do not add an attachment to the partner's record in the Partner screen to share a file with the partner. Attachments to partner records are purely for your own use in managing these partners. To share attachments with a partner, you must add the attachments to opportunities, service requests, or fund requests that the partner can access.

To add an attachment to an opportunity assigned to a partner employee

1. Navigate to the Opportunities > Opportunities List > All Opportunities Across Organizations view.
2. In the Opportunities list, drill down on the name of an opportunity you have assigned to the partner employee.
3. To make sure you have assigned that opportunity to a partner:
   1. Click the select button of the Sales Team field

      The Team members dialog box appears, and it must include the partner employee's name. If it does not, find an opportunity that does include the partner on the team, and add the attachment to that opportunity.

   2. Close the Team members dialog box.
4. Click the Attachments view tab to view attachments for that opportunity.
5. In the Attachments list, add a new record.
6. In the new record, click the select button in the Attachment Name field.
7. In the Add Attachment dialog box, click Browse next to the File Name text box.
8. Browse to select the file you want, and click Open.
9. In the Add Attachment dialog box, click Add.

To add an attachment to a Market Development Fund request

1. Navigate to the Fund Request > Fund Request List > All Fund Requests view.
2. In the Fund Requests list, drill down on the name of a fund request of the partner company. The company's name must appear in the Partner field.
3. Click the Fund Request Attachments view tab to display attachments for that fund request.
4. In the Attachments list, add a new record.
5. In the new record, click the select button in the Attachment Name field.
6. In the Add Attachment dialog box, click Browse next to the File Name text box.
7. Browse to select the file you want, and click Open.
8. In the Add Attachment dialog box, click Add.