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Siebel Partner Relationship Management Administration Guide > Managing Your Partners > About Tracking Partner Information > Adding Partner Company AttachmentsWhen you attach documents to a partner company's record, you can access them when you are working with that partner company. For example, if you write a report about a partner company, you can attach it to that company's record. Use the Partner Attachments view to attach files to partner records. The attachments you add in the Partners screen are for your company's use. Your partners cannot access them. To share files with a partner, you must add attachments to Account, Contact, or Market Development Fund records, which the partner can access. To enter partner company attachments
Use the following procedure to work with partner attachments. |
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