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Function documentationAttachments Locate this document in the navigation structure

 

You can use the Attachments toolbar function to:

  • Import an attachment from a library

  • Add a file attachment

  • Add a URL attachment

  • View an attachment

Activities

Adding an Attachment by Importing it from a Library

Attachments enable you to reference additional information that you cannot include in the sourcing document itself. You can attach a file, a library component, or a URL.

You attach a library component to reference a standard internal document.

Note Note

You can also add attachments to discussion messages and to individual line items and project schedule events within a sourcing document.

End of the note.

To add an attachment by importing it from a library:

  1. On the sourcing document toolbar, or in a line item, project schedule event, or discussion message, choose the Attachments button. The Attachment button appears as follows:

    • If the document has no attachments, an icon of a paperclip appears.

    • If the document has one or more attachments, an icon of a paperclip with a sheet of paper appears.

  2. In the Attachments dialog box, choose Import from Library.

  3. In the dialog box, select a library from the dropdown list.

  4. Select the box for the attachment to import. You can check more than one box to import multiple attachments.

  5. Select OK.

  6. In the Attachments dialog box, choose OK..

  7. Save your changes.

Adding a File Attachment

Attachments enable you to reference additional information that you cannot include in the sourcing document itself. You can attach a file, a standard internal library document or component, or a URL.

You add a file attachment to reference an external document within a sourcing document.

To add a file attachment:

  1. On the sourcing document toolbar, or in a line item, project schedule event, or discussion message, choose the Attachments button. The Attachment button appears as follows:

    • If the document has no attachments, an icon of a paperclip appears.

    • If the document has one or more attachments, an icon of a paperclip with a sheet of paper appears.

  2. In the Attachments dialog box, choose Attach File.

  3. In the Required Information dialog box, do the following:

    1. Choose the Lookup icon and select an attachment.

    2. In the Description field, type a description for the attachment.

    3. If the document is visible to suppliers (such as an RFx), use the Visibility field to select whether the attachment will be viewable on the sell-side and the buy-side, or the buy-side only.

    4. Choose Finish.

  4. Choose OK.

  5. Save your changes..

Note Note

To quickly add a file attachment without entering a description or selecting a visibility, choose Quick Upload instead of Attach File to select the attachment to add.

End of the note.
Adding a URL Attachment

You add a URL attachment to reference an external Web site within a sourcing document.

To add a URL attachment:

  1. On the sourcing document toolbar, or in a line item, project schedule event, or discussion message, choose the Attachments button. The Attachment button appears as follows:

    • If the document has no attachments, an icon of a paperclip appears.

    • If the document has one or more attachments, an icon of a paperclip with a sheet of paper appears.

  2. In the Attachments dialog box, choose Attach URL.

  3. In the Required Information dialog box, type a name, URL, and description for the attachment.

  4. Choose Finish.

  5. Choose OK.

  6. Save your changes.

Viewing an Attachment

Attachments reference additional information that cannot be included in the sourcing document itself. An attachment might be a file, a standard internal library document or component, or a URL.

To view an attachment:

  1. On the sourcing document toolbar, or in a line item, project schedule event, or discussion message, choose the Attachments button. If the document has one or more attachments, an icon of a paperclip with a sheet of paper appears.

  2. In the Attachments dialog box, choose the name of the attachment to view. You see the attachment.

  3. When you finish viewing the attachment, close the attachment and choose OK in the Attachments dialog box.