Link a File to a Record

Use the Attachment button to link a file directly to CSM 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. In the CSM Desktop Client or CSM Browser Client, open a record.
  2. Select the Attachment button, and then select Attach a file or Attach a file (link).
  3. Select a file, and then select Open.