Create a Shortcut to an Attachment

Use the Attachment button to add to a record a reference to an existing system Attachment.

  • This process uses the Attachment Manager to select an Attachment that has already been imported into the CSM system.
  • A Quick Search will not find records based on words or phrases in these Attachments.

To create a shortcut to an Attachment:

  1. Open a record in the Desktop Client.
  2. Click the Attachment button Attachments Button with Arrow, and then select Shortcut to an Attachment.
  3. Select an Attachment.

  4. Select OK.