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Siebel Marketing Guide > Program and Campaign Management Tools >

Associating Documents with Programs and Campaigns

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Most marketing teams generate documents such as proposals, white papers, press releases, and artwork used in advertising. These documents can be attached to programs and campaigns for future reference.

To attach documents to programs and campaigns

From the application-level menu, choose View > Site Map > Campaigns or Programs screen.
In the My Program Plans or My Campaign Plans list, select the program or campaign and click the Documents view tab.
In the Documents list, create a new record.
In the Attachment Name field, click the select button.
In the Add Attachment dialog box click Browse to locate the file, or type a URL.
In the Add Attachment dialog box, click Add.
In the Comments field, add information that identifies the file's contents.
Select the Update File check box to set this preference if you want changes to the original file to be included in the attached file.

To access the attached document

In the Documents list, drill down on the Name hyperlink to view document details.

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