Siebel Marketing User Guide > Planning and Budgeting for Marketing > Creating a Marketing Plan >

Attaching Documents to a Marketing Plan

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, drill down on the Marketing Plan name.
3. Click the Documents view tab and create a new record.
4. Click the Attachment Name select button, locate the document on your local machine or network, and click Open.