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Associating Documents with Programs and Campaigns

Most marketing teams generate documents such as proposals, white papers, press releases, and artwork used in advertising. Use the following procedure to attach these documents to programs and campaigns for future reference.

To attach documents to programs and campaigns

1. Navigate to the Campaigns or Programs screen.
2. In the Programs or Campaigns list, click a program or campaign.
3. In the Plan link bar, click Documents.
4. Click the Attachments view tab.
5. To add a URL, in the Attachments list, perform the following steps:
   1. Click New URL.
   2. In the URL field, enter the URL, and click Add.
6. To attach a file, in the Attachments list, perform the following steps:
   1. Click New File.
   2. In the Choose File dialog box, select the file, and click Open.
7. In the Comments field, add information that identifies the file's contents.
8. (Optional) If you want changes to the original file to be included in the attached file, then select the Update File check box to set this preference.
9. To assess the attached document, click the Attachment Name in the Documents list to view document details.