Editing an Inline Attachment

To edit an inline attachment, you must set configurations to enable the feature.

Configuring the User Property

You must configure the FileDownloadSave user property to be able to use the Inline Attachment Edit feature.

To configure FileDownloadSave user property

1. Log in to Siebel Web Tools.

2. Navigate to the Object Explorer and click Application.

3. In the Applications list, query the application name that you are modifying. For example, Siebel Universal Agent.

4. In the Object Explorer, expand the Application tree, and then click Application User Prop.

5. In the Application User Props list, query the FileDownloadSave property that you are modifying.

   If the property does not exist, add it.

6. Set the FileDownloadSave property to one of the following values:

   • All. Enables the Edit button for all the file download requests.

   • Semicolon separated file extensions. Enables the Edit button only for the files with the file extensions specified in the property. For example, .html; .doc; .gif.

   • Blank. The Edit button is always disabled.

7. Install and deploy DISA on Siebel desktops.

Editing an Inline Attachment

After you configure the user property, the application allows you to edit an attachment online when DISA is available.

To edit an inline attachment

1. Open the Siebel Call Center application and log in.

2. Drill down to the attached document and click on the document name. A file download dialog box appears.

3. You can edit the document online or offline based on whether DISA is available or not. The application auto detects DISA, as described in Auto Detection of DISA.

   • If DISA is available, the Edit button is enabled. Click Edit to open the document. Make the required changes, save and close the document.

     To upload the document after changes, click the Edit button without opening a document. The File Editing dialog box opens. Click Finish.

     Tip: Note the timestamp and file size before and after the upload to know if the file is updated.

     If you do not save the edited file and leave it open and click Finish, the system displays an error message, "System has detected an open attachment. Please save and close it." Save and close the file. Click OK, Finish.

     Note: From DISA 2.16.8 release onwards, the option IAEFileAction is available in the DISA configuration file config.properties. When it is configured as open, the attachment will be opened by the default program associated with the file type. If the value is configured as edit, the attachment will be opened by the default program associated to edit the file type. For most file types, they are the same program. This configuration is mainly for images like TIFF, PNG, JPEG formats. When it is open, images will be opened by a photo viewer (like Windows Photo Viewer); when it is edit, images will be opened by Paint.

   • If DISA is not available, the Edit button is disabled. Click Download to save a copy of the document in your local drive. Edit the document and upload the edited version.