Creating an Attachment

You create an attachment to a record in the Siebel client whose row ID you know.

To create the attachment

  1. In the Siebel client, navigate to a record that can take an attachment, for example, an account.

  2. Choose Help, then About Record from the application-level menu to obtain the row ID of the record.

  3. Drill down on the record, then select the Attachments tab.

  4. Add an attachment to the record if none exists.