Attaching Documents to Marketing Plans

You can attach planning documents to a marketing plan using the Documents view. These documents are visible to anyone who has access to the plan.

This task is a step in Process of Creating Marketing Plans and Budget Requests.

The following procedure shows how to attach a document to a marketing plan.

To attach a document to a marketing plan

1. Navigate to the Marketing Plans screen.

2. In the Marketing Plans list, click a Marketing Plan name.

3. Click the Documents view tab, and attach the document to the marketing plan in either of the following ways:

   • If the document is a file on your computer or network, click New File, then navigate to the file and click Open.

   • If the document is a Web page, click New URL, paste the URL into the URL field, and then click Add.