Attaching Files

In the process of preparing for your event, you may want to store certain file attachments for an event, such as contracts with vendors or floor plans of exhibit halls.

Note: In this release, event attachments can be stored and retrieved only by users who have access to the administration screens in Siebel Events Management.

The following procedure describes how to attach a file to event information. This procedure is meant for event attachments only. Documents that are used for multiple events should be stored as collateral. For more information about storing collateral items, see Preparing Collateral.

To attach a file to an event

1. Navigate to the Site Map > Events > Event Plans view.

2. In the Event Plans list, select and drill down on the event for which you wish to attach a file.

3. Click the Schedule view tab, and then click Events.

4. In the Events list, select the event.

5. Click the Plan view tab, and then click Documents.

6. In the Documents list, create a new record.

   For URL attachments, a link appears in the Attachment Name field to take you to the Web site. For file attachments, information about the selected file is now displayed in the Attachment Name, Size, Type, and Modified fields.