Adding Attachments to Notes

To add an attachment to a note:

1. Access the Notes page for the object to which you are adding an attachment.

   Note: Normally you add attachments to notes. In the Product component, however, you add attachments directly to the product.

2. Click the Add an Attachment button.

   Enter the full path (including the file name) of the file to attach.

3. In the dialog box that appears, enter the full path name of the file to attach, or browse to the file.

4. Click the Upload button.

   The system uploads the specified file to the server that is configured to store all of the PeopleSoft CRM attachments. Large files may take a long time to upload. When the upload is complete, the system displays the Notes page again. If the upload was successful, the file appears on the page.

5. Add descriptive information about the file.

   If the parent object is a note, you can also use the note to record a longer comment about the attachment.

6. Save the component.