Desktop Integration Siebel Agent Guide > DISA Supported Features > Inline Attachment Editing >

Editing an Inline Attachment

To edit an inline attachment

1. Open the Siebel Call Center application and log in.
2. Drill down to the attached document and click on the document name. A file download dialog box appears.
3. Edit the document based on whether DISA is available or not. The application auto-detects DISA availability.

• If DISA is available, the Edit button is enabled. Click Edit to open the document. Make the required changes, save and close the document.

  Click Finish in the dialog box that appears to upload the edited copy to the application.

  TIP:   Note the timestamp and file size before and after the upload to know if the file is updated.

  If you do not save the edited file and leave it open and click Finish, the system displays an error message, "System has detected an open attachment. Please save and close it." Save and close the file. Click Finish, OK.

  NOTE:  From DISA 2.16.8 release onwards, the option IAEFileAction=open is available in the DISA configuration file config.properties. When it is configured as open, the attachment will be opened by the default program associated with the file type. If the value is configured as edit, the attachment will be opened by the default program associated to edit the file type. For most file types, they are the same program. This configuration is mainly for photos like PNG, JPEG formats. When it is open, photos will be opened by a photo viewer (like Windows Photo Viewer); when it is edited, photos will be opened by Paint.

• If DISA is not available, the Edit button is disabled. Click Download to save a copy of the document in your local drive. Edit the document and upload the edited version.