Attach (Import) Files to a Record
When you attach files to a record, the files are imported directly into the CSM system. The attached files are available anywhere in CSM and some of the file types are searchable (example: Word, Excel, Text, RTF, PDF). You can attach documents, images, videos, and web pages.
Imported documents increase the size of the
CSM database and must be re-imported if a change is made to the
document.
In the CSM Browser Client and CSM Portal, you can attach one or more files to a record using multi-select and drag functionality.
To attach file(s) to a record in the Browser Client and Portal:
- Open a record.
- Select in the Record Toolbar.
- Select Select Files.
- Navigate to the file(s) and select or multi-select (CTRL+Shift) the file(s) you want to attach.
- Select Open or drag the file(s) into the File Upload window.
- Once the file(s) have finished uploading, select Submit.
- Select Save. The attachment(s) must be saved to the record to be eligible for download.
To attach file(s) to a record in the CSM Desktop Client:
- Open a record.
- Select .
- Navigate to the file(s), select or multi-select (CTRL+Shift) the files you want to attach, and select Open.