Managing Attachment Uploads

The following procedure shows you how to manage the upload of attachments using the Attachment Manager view in the Siebel app. The Attachment Manager view is available in online mode after the initial full upload is complete, and in offline mode to upload attachments during the synchronization process.

To manage attachment uploads

1. Start your iOS or Android device and then tap Siebel to start the Siebel app.

2. Log in to the application where you want to manage attachment uploads.

   After successful login, the application starts and is rendered as normal in the Siebel app. The following buttons appear inside 9 dot grid icon under the application banner and persist for all views in the application:

   Refresh, Attachment, and Home.

   For more information about these buttons, see (Step 6 in) Configuring the Siebel App on iOS and Android Devices.

3. Create attachment records as required.

   For more information, see Modifying Attachment Information for an Account and Modifying Attachment Information for a Contact.

4. In the Siebel app, tap the Attachment button to open the Attachment Manager view, and then tap Upload Attachments.

5. Reorder the Upload Attachments list as required by typing in a number in the List Order field.

6. Tap the check box next to each attachment record to select that record for upload.

7. Tap the Upload Only on Wi-Fi check box.

8. Choose one of the following upload options as required:

   • Upload. Tap to queue the selected attachment records for upload.

   • Remove. Tap to delete attachments belonging to the selected attachment records from the mobile device, and cancel any future uploads of or updates to the selected attachment records.