Attachments Good to Know

• Attachments that are imported into CSM are searchable within the database. The search returns results that match the text within .txt, .doc, and .xls files and will return any file type with a matching file name.
• Attachments that are linked to CSM are not searchable and are only accessible to Users who have the defined file path on their computer.
• To open, remove, e-mail, or view the properties of an Attachment, right-click the Attachment in the Attachment Bar, and select an action from the drop-down.

Always consider the following:

• Security rights control access to CSM functionality and are configured in the Security Group Manager in CSM Administrator (CSM Administrator>Security>Edit Security Groups). For more information, see configuring Attachments.