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Associating an Attachment with a Message

You can associate an electronic file with a message as an attachment to provide the message recipient with related information. For example, you can attach a sales document to a message requesting a review by your manager. For general information on working with attachments, see Fundamentals.

To associate an attachment with a message

  1. Navigate to the Messages screen.
  2. In the messages list, select the message, and then click the Attachments view tab.
  3. In the Message Attachments list, click New.
  4. In the new record, click the select button in the Attachment Name field.
    1. In the Add Attachment dialog box, click Browse, navigate to the file, and then click Open.
    2. In the Add Attachment dialog box, click Add.

      3. The attachment record appears in the Message Attachments list associated with the message.

  5. In the attachment record, enter a description of the attachment in the Comments field.

 Siebel Sales User Guide 
 Published: 18 April 2003