Function documentationAdding Attachments

 

In Content Management, you can add attachments to a business object by performing one of the following actions:

  • Select the attachment from Content Management or local hard disk

  • Enter a corresponding URL

  • Select a document template

Prerequisites

You are on the overview page of the business object to which you want to attach a document.

Features

Attachment

In the Attachment assignment block, click Attachment.

Use the document search to select a document from Content Management, or browse your local hard disk to find the document that you want to attach.

In the latter case, you can enter a name and description for the document; otherwise the attachment bears the document file name.

To attach the document, click Attach.

URL

In the Attachment assignment block, click URL.

Enter the URL of the document you want to attach, and a name for it. Optionally, you can enter a description of the document.

To attach the document, click Attach.

With Template

In the Attachment assignment block, click With Template.

Select the document template that you want to attach from the list.

Advanced

In the Attachment assignment block, click Advanced.

In addition to the options in the Attachments assignment block, the following options for working with attachments are available:

Button

Function

Folder

Create a new folder as an attachment.

Delete

Delete an attachment in the Attachments list. This does not delete the document itself.

Copy

Copy an existing attachment and save it under a different name.

Cut

Cut content from an attachment.

Paste

Copy cut content to another attachment.

More

  • Edit

    Edit an attachment

  • Check Out

    Download an attachment file to another location

  • Check In

    Upload an attachment file from another location

  • Paste Link

    Paste a link to the attachment

  • Remove Check Out Lock

    Enable attachments to be downloaded

  • Refresh

    Refresh the attachments data