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Attaching Files and URLs to Records

You can attach files and URLs to most records. After that, you can:

  • View the attachment
  • Select a different attachment
  • For a file attachment, update the file content and replace the previous attachment with the revised one

Before you begin. Make sure your file does not exceed 4 MB or, to conserve space, consider placing the file on a public server and indicating the path and file name for it instead of attaching the file to the record. Also, for your data protection and security, the application does not allow you to attach certain file types, such as .exe or .zip files. If you try to attach a file with an unsupported file type, you receive an error message.

To attach a file or URL to a record

  1. Select the record that you want to attach the file or URL to.

    For instructions on selecting records, see Finding Records.

  2. On the Detail page, scroll down to the Attachments section and click Add Attachments or Add URL in the title bar.

    NOTE: If you want to send users to a public server to access the file, follow the procedure for adding a URL attachment, not a file attachment.

  3. On the Attachment Edit page, do the following:
    • For a file attachment, click the Browse button next to the File field and select the file. Fill in the Attachment Name field with a display name that identifies the file attachment.
    • For a URL attachment, fill in the URL field with the URL address (for example: www.crmondemand.com) and the Attachment Name field with a display name that identifies the URL.

      NOTE: If you have placed a file attachment on a public server, fill in the URL field with the path and filename (for example: \\scdept\attachments\products.xls).

  4. On the Attachment Edit page, click Save.

To view an attachment

  1. Select the record that the file or URL is attached to.

    For instructions on selecting records, see Finding Records.

  2. On the Detail page, scroll down to the Attachments section and click View in the appropriate row.

To select a different attachment

  1. Select the record that the file or URL is attached to.

    For instructions on selecting records, see Finding Records.

  2. On the Detail page, scroll down to the Attachments section and click the Attachment Name link for the attachment you want to replace.
  3. On the Attachment Edit page, do the following:
    • For a file attachment, click the Browse button and select the new file. Update the Attachment Name field, if necessary.
    • For a URL attachment, fill in the URL field with the new URL address and update the Attachment Name field, if necessary.
  4. On the Attachment Edit page, click Save.

    TIP:  To verify that you have entered the correct attachment information, click the Back link until you return to the original record Detail page. In the Attachments section, review the new attachment record.

To update a file attachment

  1. From its original location—not from within Siebel CRM On Demand—open the attachment.
  2. Edit the file and save it locally, such as to your hard drive.
  3. Sign in to Siebel CRM On Demand.
  4. Select the record that you want to attach the updated file to.

    For instructions on selecting records, see Finding Records.

  5. On the Detail page, scroll down to the Attachments section and click Replace in the row of the file attachment.
  6. In the Replace Attachment window, select the updated file and click Save.


Published May 2008