Create a Shortcut to an Attachment

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

  • This process uses the Attachment Manager to select an attachment that has already been imported into CSM.
  • A quick search won't find records based on words or phrases in these attachments.

To create a shortcut to an attachment:

  1. In the CSM Desktop Client, open a record with an attachment.
  2. Select the Attachment button, and then select Shortcut to an Attachment.
  3. Select an attachment, and then select OK.