Siebel eService Administration Guide for Siebel Open UI > Using Siebel Public Sector eService > Managing Applications on Siebel Public Sector eService >

Adding Attachments to Applications


To support the information that citizens include in applications, they can add attachments to the applications. The attachments that citizens add also appear in the Application Attachments view of the Applications screen in the Siebel Public Sector application.

In the Siebel Public Sector application, an agent can add attachment records to an application. If a citizen has access to the application in the Siebel Public Sector eService Web site, then the citizen can view the attachment records.

Citizens can add attachments to applications with a Status field value of Saved, Submitted, or Rejected. You cannot add attachments to applications with a Status field value of Cancelled or Processed. If you want to add an attachment after an application is processed, then add the attachment to the appropriate case record. For more information, see Updating Cases.

To add an attachment to an application

  1. If a record for the application appears in the My Applications applet on the home page of the Siebel Public Sector eService Web site, then click the hyperlink in the Application Id field of the record.

    Records for the applications that are most recently created, submitted, and updated appear in the My Applications applet.

  2. If a record for the application does not appear in the My Applications applet on the home page of the Siebel Public Sector eService Web site, then complete the following steps:
    1. Click the Side Menu icon, and select My Applications.
    2. (Optional) Query to find a specific application.
    3. In the My Applications applet, click the hyperlink in the Application Id field for the application to which you want to add an attachment.
  3. Select the display mode of records in the Attachments applet as follows:
    • If you want the attachment records to appear as tiles in forms, then click Card.
    • If you want the attachment records to appear in a list, then click List.
  4. If you want to add a file attachment to the application, then complete the following steps:
    1. In the Attachments applet, click New File.

      A dialog box appears.

    2. Locate and select the file that you want to attach to the application, and then click Open.

      The dialog box closes, and the file record appears in the Attachments applet.

    3. (Optional) Enter a description of the attachment in the Comments field.

      After this attachment is saved, you cannot change or delete it.

  5. If you want to add a URL attachment to the application, then complete the following steps:
    1. In the Attachments applet, click New URL.

      The Add URL dialog box appears.

    2. Enter the URL in the URL field, or copy and paste the URL from a Web page into the URL field, and then click Add.

      The Add URL dialog box closes, and the URL record appears in the Attachments applet. You can click the hyperlink in the Attachment Name field to access the corresponding Web site.

    3. (Optional) Enter a description of the attachment in the Comments field.

      After this attachment is saved, you cannot change or delete it.

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