Siebel Consumer Goods Guide > Trade Promotions > Process of Managing Account Promotions (End User) >

Adding Attachments to Account Promotions

You can view attachments and attach documents, such as proof-of-performance documents, to account promotions. Each attachment record in the Attachment list identifies one attached file. If the appropriate application is installed on your computer, you can open these files by drilling down on the Name field hyperlink of the record. For example, if a Microsoft PowerPoint (.ppt) presentation file is listed and PowerPoint is installed on your computer, you can open the file by drilling down on the Name field hyperlink.

This task is a step in Process of Managing Account Promotions (End User).

To add an attachment to an account promotion

1. Navigate to the Promotions screen, then the Account Promotions List view.
2. Drill down on the Promotion field hyperlink for an account promotion record.
3. Click the Attachments view tab.
4. To add a new file attachment, click New File, navigate to the file, select it, and click Open.

   The attachment appears in the Attachments list.

5. To add a new URL attachment, click New URL, enter the URL in the URL file, and click Add.

   The attachment appears in the Attachments list.