Attachments

An attachment in CDM is a file that you add to a report object.

You can attach a Microsoft™ Word, Microsoft Excel, Microsoft PowerPoint, or PDF file to any report object. You can also view or delete attachments in CDM.

Attach a File to a Report Object

In CDM, you can attach a Microsoft™ Word, Microsoft Excel, Microsoft PowerPoint, or PDF file to any report object, regardless of whether it is checked out, to provide additional information. For example, a financial manager might add a PDF file to a report object that outlines the expectations for how to create or complete the report object.

1. Open the report that you want to work with.
2. In the report tree on the left, double-click the report object to open it.
3. In the Report Object tab on the ribbon, click Manage Attachments. The Manage Attachments window opens.
4. Click Add. The Add object attachment window opens.
5. Click Browse to select a file to attach to the report object.
6. You can change the name you want to assign to the attachment in the Name field. This will not change the name of the file you are attaching.
7. Specify information in the Description, Provider, Originator, Reference, and Validation Type fields as you want.
8. You can change the date in the Date received field.
9. If you want to include this attachment when this report object is rolled forward or cascaded to a new report, select the For Rollforward checkbox.
10. Click OK. The Add object attachment window closes and the attachment is added to the Available Attachments list in the Manage Attachments window.

    Tip: You can click the name of the attachment in the Available Attachments list and click Open to open and view its content. You cannot modify existing attachments.

View an Attachment

In a report in CDM, you can open and view the contents of an attachment.

1. Open the report that you want to work with.
2. Open the report object.
3. In the Report Object tab on the ribbon, click Manage Attachments.
4. From the Available Attachments list of the Manage Attachments window, select an attachment.
5. Click Open. The attachment opens and its contents are displayed.

Edit Attachment Details

In a report in CDM, you can edit the details of an attachment associated with a report object.

1. Open the report that you want to work with.
2. Open the report object.
3. In the Report Object tab on the ribbon, click Manage Attachments.
4. From the Available Attachments list of the Manage Attachments window, double-click the attachment whose details you want to edit. The Properties and Comments window opens and displays information about the attachment.
5. In the Properties tab, modify or add details in any of the fields.
6. Click OK to close the Properties and Comments window and save your changes.

Add or Modify Attachment Comments

In a report in CDM, you can add a comment to an attachment or modify existing comments.

1. Open the report that you want to work with.
2. Open the report object.
3. In the Report Object tab on the ribbon, click Manage Attachments.
4. From the Available Attachments list of the Manage Attachments window, click the attachment to which you want to add or modify a comment. The Properties and Comments window opens and displays information about the attachment.
5. Click the Comments tab, and perform one of the following tasks:
   • Enter a comment and click Add to add the comment.
   • Select an existing comment and click Reply to enter a reply to the comment, Edit to edit the comment, or Delete to remove the comment.
6. Click OK to close the Properties and Comments window and save your changes.

Delete an Attachment

If you no longer need an attachment on a report object, you can delete it.

Important: If you delete an attachment, you cannot undo your action. Proceed with caution.

To delete an attachment:

1. Open the report that you want to work with.
2. Open the report object.
3. In the Report Object tab on the ribbon, click Manage Attachments.
4. From the Available Attachments list of the Manage Attachments window, select the attachment that you want to delete.
5. Click Delete to delete the attachment or Delete All to delete all attachments in the list.
6. Click OK.