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