Link a File to a Record

Use the Attachment button to link a file directly to the CSM system and attach it to a record as an additional reference. Linked documents cannot be searched using CSM, and do not increase the size of the database. Users must have access to the network where the file is located to view the document.

To link a file to a record:

  1. Open a record.
  2. Click the Attachment button Attachments Button with Arrow, and then select Attach a file (link).
  3. Select a file, and then click Open.