Attaching Files to Records

When the Attachments view is available within a screen, you can attach a file to a record. You can attach files such as Microsoft Outlook email messages, Microsoft Word documents, and image files. The Attachments view allows others who work with the record to access the attachment so that they see the latest information.

The Attachments view is not available in all screens. It appears only when it is beneficial to keep supporting material for individual records, for example, in the Contacts, Accounts, and Opportunities screens.

If you edit files attached to Siebel records, then your changes are saved when you step off the attachment record in the Siebel application.

Users can edit attachments in Siebel Open UI only if Java is available on the client computer. If not, then users must download the document to a secure location specified by the browser, and upload the edited document thereafter. If Java is available on the client computer, then users can edit and save documents in Siebel Open UI without an intermediate save location.

Attaching Files to Records Using the New File Button

You can create a file attachment by using the New File button in the Attachments view.

To attach a file to a record using the New File button  

1. Drill down on a field in the record to which you want to add the file attachment.

2. Navigate to the Attachments view.

   The Attachments list appears.

3. Click New File.

   A dialog box appears.

4. Locate and select the file you want to attach to the record, and then click Open.

   
   

   Note: You can select multiple files by holding down the CTRL key and clicking each file. To select files that are contiguous, you can select the first file, hold down the SHIFT key, and select the last file.

   
   

   The dialog box closes, and the file appears in the Attachments list as a new attachment record with the appropriate fields populated.

5. Complete additional fields as necessary.

   Some fields are described in the following table.

   Field	Description
   Update File	Select this check box to indicate that you want the attachment copy of the file to be updated automatically each time the original file is updated.
   Download File	Select this check box to indicate that the document is retrieved during the next synchronization session. This field allows you to request files from the server, and applies only if you use Siebel Remote.

   
   

Attaching Files to Records Using the Cogwheel Icon

You can create a file attachment using the Cogwheel icon in the Attachments view.

To attach a file to a record using the Cogwheel icon  

1. Drill down on a field in the record to which you want to add the file attachment.

2. Navigate to the Attachments view.

   The Attachments list appears.

3. Click the Cogwheel icon, and then click New Record.

   A new record appears.

4. In the Attachment Name field, click the select button.

   The Add Attachment dialog box appears.

5. Click Browse to locate and select the file you want to attach to the record, and then click Open.

The dialog box and the Add Attachment dialog box close, and the file appears in the Attachments list as a new attachment record with the appropriate fields populated.

Attaching Files to Records Using Drag-and-Drop

You can create an attachment by dragging a file into the Attachments list view.

To attach a file to a record using drag-and-drop  

1. Drill down on a field in the record to which you want to add the attachment.

2. Navigate to the Attachments view.

   The Attachments list appears.

3. Locate the file you want to attach to the record.

4. Click the file to select it, and drag the file to the Attachments list.

   The file appears in the Attachments list as a new attachment record with the appropriate fields populated.