Modifying Attachment Information for a Contact

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

With iOS devices (such as iPad), you can only attach files from the gallery or by using the camera on the mobile 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.

Note: The attachment functionality is supported in both online and offline mode. In offline mode, attachments are supported only when customers install the Siebel app or use the Siebel Mobile Archive file to create and deploy a customized Siebel Mobile Application Container (Siebel app) for iOS and Android devices. For more information, see Downloading and Installing the Siebel App.

To modify the attachment information (file or URL) for a contact

Tap Side Menu and then tap Contacts to display the following:
- The Contacts list and details for the selected contact in the main pane.
- A list in the side pane in which you can select the related items for contacts.
Tap a contact in the Contacts list.

All details for the selected contact appear after the list in the main pane.
Update an existing attachment (file or URL) as follows:
1. Tap Attachment in the list in the side pane.
  
  All attachments associated with the contact appear in the Attachments list in the main pane.
2. Tap the attachment that you want to update in the main pane.
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.
If using an iOS device (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 New File in the main pane.
  - 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 New File in the main pane.
  - 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 the attachment name link.
  
  The attachment opens in a new window.
If using a non-iOS device (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 New File in the main pane.
  - Browse to and select the file that you want to upload, and then tap OK.
2. To download an attachment file from Siebel Server to a mobile device:
  - Tap Attachment in the list in the side pane, and then tap the down arrow next to the attachment name.
  - Tap Download. The attachment is saved to the Downloads folder on the mobile device.
3. To open an attachment file, tap the down arrow next to the attachment name and then tap Open.
  
  The attachment opens in a new window.
Attach a new URL address as follows:
1. Tap Attachment in the list in the side pane, and then tap New URL in the main pane.
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.