Create a System Attachment

Use the Attachment window (accessed from within the Attachment Manager) to create (import or link) a system Attachment.

To create a system Attachment:

1. Open the Attachment Manager.

2. Select a scope and subfolder (if needed).

3. Click the Create New button.
4. Define general properties:
   1. Name:

      Provide a display name to use within CSM (search this property in CSM Item Managers).

   2. Description:

      Provide a description to use within CSM (search this property in CSM Item Managers).

5. Define the Attachment type:
   • Imported:

     Import a document into the CSM system.

   • Linked to:

     Link to a document in a program outside of the CSM system.

     Click View to open the selected Attachment and ensure that you selected the correct Attachment.

6. Select OK.