Adding a document-style attachment

The attachment types that you can save with a topic are defined by your topic workflow configuration. If you can save files, URLs, or notes, you add these document-style attachments when you edit a topic or action.  

1.         Click the Topics tab.

The Topics page appears.

2.         Click the row menu () for the topic, and then click Edit.

The Topic page appears.

3.         To add the attachment to a topic, in the Topic Attachments section, click Add Topic Attachment.

The Add Attachment dialog box appears.

or

To add the attachment to an action, in the Topic Actions section, click () for the action, and then click Edit.

The Topic Action page appears.

In the Action Attachments section, click Add Action Attachment.

The Add Topic Action dialog box appears.

4.         Select the attachment type. One or more of the following standard types might be available:

• URL
• File
• Note

5.         Enter values in the remaining fields. If a field is required, an asterisk (*) appears next to it and you cannot save the attachment until you provide a value. The fields that display vary based on the type of attachment selected:

• For a URL, typically a name and the URL are required, and you can also enter a description. You must enter the protocol (http, https, ftp) when you enter the URL. The application does not add the protocol (such as http://) automatically. Additional fields might also appear.
• For a file, typically a name and the file name (including its path) are required. Click Browse to select the file name and path. You can also enter an attachment description. Additional fields might also appear. Supported file types include, but are not limited to: .doc, .gif, .jpg, .pdf, .ppt, .xls, .xml, .xpt, and .zip.

• For a note, typically a name is required. You can also enter a more detailed description. Additional fields might also appear. This option is useful for adding a row that is purely descriptive. For example, you can add a note to describe a set of different documents that you are about to add to the topic or action.

6.         Click OK.

The attachment is added.

Note: Your administrator can set a site option for the maximum size of files that you can attach. If you attempt to save a larger file, an error message informs you of the defined limit.

7.         After you add an attachment, you can view or edit it when you view or edit the topic or action to which it is attached. See Working with attachments.

Note: Changes to, or deletions of, the original document do not affect the attachment. For example, if you save a document as an attachment to a topic and then that document is edited, the topic attachment remains unchanged.

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