Modifying Attachment Information for an Account

The attachment feature in the Siebel Mobile application for Siebel Pharma allows you to associate an attachment with individual account records. The following procedure shows you how to modify the attachment information for an account, including how to attach files (such as, Microsoft Outlook email messages, Microsoft Word documents, image files, and videos) and URL addresses to account records using the New File and New URL links respectively. Note the following:

• With iOS devices (such as iPad), you can attach files from gallery and also from other folders in the device like Downloads etc by browsing and you can also use the camera on the device to take a photo or record a video.

• With non-iOS devices (such as Samsung Galaxy tablets), you can choose to attach files using applications such as Bluetooth file transfer or the file browser, provided that Siebel Mobile has been integrated with the file system on the mobile device. If the mobile application is not integrated with the file system on your mobile device, then you will not be able to upload and download attachment files. For more information, see Overview of Siebel Mobile Integration with Native Device Features.

To modify the attachment information (file or URL) for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details for the selected account in the main pane.

   • A list in the side pane in which you can select the related items for accounts.

2. Tap an account in the Accounts list.

   All details for the selected account appear after the list in the main pane.

3. Update an existing attachment (file or URL) as follows:

   1. Tap Attachment in the list in the side pane.

      All attachments associated with the account appear in the Attachments list in the main pane.

   2. Tap the attachment that you want to update.

   3. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. If using an iOS device (such as iPad), then attach files and open attachment files as follows:

   1. To attach an existing file from the gallery:

      • Tap Attachment in the list in the side pane, and then tap the New File button.

      • Tap Choose Existing, select an existing file to attach to the record, and then tap OK.

   2. To attach a new photo or video:

      • Tap Attachment in the list in the side pane, and then tap the New File button.

      • Tap Take Photo or Video, take an instant photo or record an instant video and then tap OK to attach the photo or video to the record.

   3. To open an attachment file, tap on the attachment name link.

      A dialog box appears with following options:

      1. Select Copy to Copy the resource in clipboard and use it across to paste it to other apps or add to your local folders.

      2. Select Quick Look to quickly check open the file and view it in a window.

      3. Select Save Image to Save the file attachment, if required to phone storage.

      4. Select Assign to Contact to use the file attachment to any contact if the file is of image type.

      5. Select Print option to print the document.

      6. Select Add to Shared Album to create shared album folder and sync to iCloud.

      7. Select Save to File to save the file attachment, if required to phone storage.

         You can provide any file-name to save it in the mobile storage area.

      8. Select Add Tags to associate search keyword to the file attachment.

5. If using a non-iOS device (such as Samsung Galaxy tablet), then attach files and open attachment files as follows:

   1. To upload a new attachment file to Siebel Server from a mobile device:

      • Tap Attachment in the list in the side pane, and then tap the New File button.

      • Browse to and select the file that you want to upload, and then tap OK.

   2. To open an attachment file, tap on the attachment name link. Based on the file extension type, please select the most appropriate app to open the attachment.

6. Attach a new URL address as follows:

   1. Tap Attachment in the list in the side pane, and then tap the New URL button.

   2. Type the URL address in the URL field, and then tap Add.

   3. To navigate to an existing URL address, tap the URL attachment name link.