Attaching Files Using the New File Button

To attach a file to a record using the New File button

1. Drill down on a field in the record to which you want to add the file attachment.

2. Navigate to the Attachments view.

   The Attachments list appears.

3. Click New File.

   A dialog box appears.

4. Locate and select the file you want to attach to the record, and then click Open.

   Note: You can select multiple files by holding down the CTRL key and clicking each file. To select files that are contiguous, you can select the first file, hold down the SHIFT key, and select the last file.

   The dialog box closes, and the file appears in the Attachments list as an attachment record with the appropriate fields populated.

5. Select the following check boxes as required:

   This table describes when to select the Update File and Download File check boxes.

   Field	Description
   Update File	Select this check box to indicate that you want the attachment copy of the file to be updated automatically each time the original file is updated.
   Download File	Select this check box to indicate that the document is retrieved during the next synchronization session. This option allows you to request files from the server, and applies only if you use Siebel Remote.