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Inline Attachment Editing Features


Auto detection of DISA

When users access a file attachment, the application checks for DISA availability.

  • If DISA is available and running, the application enables the Inline Attachment Editing feature. The Edit button in the pop-up message box is enabled. User can click it to open up a file attachment, make the changes to the document and upload the changes back to Siebel application.
  • If DISA is not available (DISA is either not installed or is not running), the application informs the user that DISA cannot be connected. When DISA is unavailable, the Edit button is disabled. User can only download a file to their local machine and make the changes offline. They need to re-upload the changed file back to Siebel application.

NOTE:  The Edit button is disabled when the Siebel CRM application is unable to connect to DISA.

Support multiple files read-only access

Users can now view multiple files at once. Users can pre-select multiple files and click the View Files button to open up multiple files one after another. By default, the files will be in read-only mode.

Previously, users could only open and view one file at a time. To view another file, they had to close the current file.

NOTE:  The View Files button is disabled when the Siebel CRM application is unable to connect to DISA.

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