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. (Optional) Select a scope and subfolder.
  3. Select Create New, and then define general properties:
    • Name and description: Provide a display name and description to use within CSM (search these properties in CSM Item Managers).
  4. Select the attachment type:
    • Imported: Import a document into CSM.

      Select Import to choose a file.

    • Linked to: Link to a document in a program outside of CSM.

      Fill in the file path or select Browse to find the file.

    Select View to open the selected attachment to ensure that you selected the correct one.

  5. Select OK.