File Attachment Applet

A file attachment applet (or attachment applet) provides access to external documents, such as
spreadsheets, word processing documents, and slide presentations, from within Siebel applications.


A file attachment applet provides the following capabilities:
■ Allows the user to open a document of any Windows-supported file type by clicking on its name in a list.
■ Allows the user to add document files to a list, edit them, or remove them.
■ Provides synchronization and shared access support for attached documents.


Each document is represented by a row in the attachments list. The document.s filename, local/server status, file size, Windows file type (filename extension), and date of last update are displayed. Additionally, the name of each file appears in underlined, colored text, indicating that the file may be opened in the appropriate Windows application by clicking on the name.

Users add documents to the attachment list by choosing the New File button or selecting Menu >New Record, and then clicking the select button in the Attachment Name field.