Adding Partner Company Attachments

When you attach documents to a partner company’s record, you can access them when you are working with that partner company. For example, if you write a report about a partner company, you can attach it to that company’s record. Use the Partner Attachments view to attach files to partner records.

To enter partner company attachments

The attachments you add in the Partners screen are for your company’s use. Your partners cannot access them. To share files with a partner, you must add attachments to Account, Contact, or Market Development Fund records, which the partner can access.

1. Navigate to the Partners screen, then the Partner List view.

2. In the Partners list, drill down on the name of the partner to which you want to add the attachment.

3. Navigate to the Attachments view.

4. In the Attachments list, add a new record.

   The Attachments Form appears.

5. In the Attachments Name field, click the Multiple Select button.

   The Add Attachment File dialog box appears.

6. Browse to locate the file you want to attach to the partner company record and click Open.

   The name of the file is entered in the File Name field of the new Add Attachment dialog box.

7. Add a record.

   The name of the file appears in the Attachment Name field.

8. Fill out the other fields in the Attachments record.

To work with partner attachments

Use the following procedure to work with partner attachments.

• Modify a record by selecting a field and changing the information.

• Delete a record by selecting it, clicking the menu button, and then clicking Delete.

• Display the contents of the attached file by clicking its name in the Name field.