Manage Attachment Uploads

Use the Attachment Manager view in the Siebel app to manage attachment uploads.

The Attachment Manager view is available in online mode after the initial full upload is complete, and in offline mode to upload attachments during the sync process.

1. Sign in to the application where you want to manage attachment uploads.

   After successful sign in, the application starts and is rendered as normal in the Siebel app. The following buttons appear in the grid icon under the application banner and persist for all views in the application:

   Refresh, Attachment, and Home.

   For more information about these buttons, see (step 6 in) Configure Siebel Mobile on iOS and Android.

2. Create attachment records, as required.

   For more information, see Update Attachments for an Account and Update Attachments for a Contact.

3. In the Siebel app, select the Attachment button to open the Attachment Manager view, and then select Upload Attachments.

4. Reorder the Upload Attachments list as required by typing in a number in the List Order field.

5. Select the checkbox next to each attachment record to select that record for download.

6. Select the Upload Only on Wi-Fi checkbox.

7. Select one of the following upload options, as required:

   • Upload. Select to queue the selected attachment records for upload.

   • Remove. Select to delete attachments belonging to the selected attachment records from the mobile device, and cancel any future uploads of or updates to the selected attachment records.