Attaching Documents from the Computer's File System

If the document that you want to attach to the asset is not already in the supporting document library, use the following procedure to attach a document from the file system of the computer where your browser is running.

Note that this procedure uploads a document to the supporting document library and then creates a link to the asset's attribute.

1. In CentraSite Business UI, display the details pages for the asset to which you want to attach a document. If you need procedures for this step, see Displaying Details of an Asset.

2. Select the profile that contains the attribute to which you want to attach the document.

3. Locate the attribute and click its Attach button. (If the attribute has existing attachments, be sure to click the bottom-most Attach button. If you click an Attach button that belongs to an existing attachment, you will replace that attachment. If you do not see an available Attach button, use the plus button to display one.)

4. Enable the Upload document option and type the document's URL into the URL text box.

5. In the Display Name text box, specify a name that users will see when the document is attached to a File attribute. This is also the name by which the document will be identified in the library.

6. In the File text box, specify the full pathname within your operating system environment of the file that you want to upload to the supporting document library. You can use the Choose File button to navigate to the required file.

To ensure that CentraSite sets the file type correctly in the supporting document library, the name of the file should include an extension that indicates the type of data it contains.

7. In the Select a Folder text box, specify a folder in the supporting document library where the new document will be stored. Note that a type-ahead feature is provided in this text box. You can use the Browse button to select the required folder.

Note that the Attach button will be disabled until a URL is specified.

9. Repeat steps 3 to 8 for each document that you want to attach to the attribute.