Contract Management › Attachments › Manage an Attachment

Manage an Attachment

You can add, update, and delete an attachment for an object. The following examples illustrate how you can manage an attachment:

• You can attach a scanned copy of an invoice to record all assets that are listed on the invoice.
• You can edit the URL to a scanned copy of an invoice if the location has changed.

When you delete an attachment, you delete only the reference to the attachment in the object record. If the deleted attachment is a file, the file remains in the file system on the CA APM server.

Follow these steps:

1. Click the tab and optional subtab for the object for which you want to manage an attachment.
2. Search to find the list of available objects.
3. Click the object for which you want to manage an attachment.
4. On the left, click Attachments.
5. Add an Attachment. Follow these steps:
   1. Click New.
   2. Complete the required information.
   3. In the File Path field, select a file from your local server, or enter a URL for the new attachment. For a URL, include the following prefix:

      http://
      

      If you are adding a file attachment, your selected file is copied to a CA APM server. This copy activity can take a few moments to complete. Wait for the file to finish copying before you click Save.

      Important! The file size is limited by the product environmental settings. For more information, contact your administrator or CA Support.

      Note: If you select a file that exists on the server, you are prompted to overwrite the existing file. Click Yes to overwrite the file, click No to use the existing file on the server, or click Cancel to clear the file selection.

6. Update an Attachment. Follow these steps:
   1. Click the Edit Record icon for the attachment.
   2. Change the information for the attachment.

      Note: For a file attachment, you can update the name and description for the attachment record. However, to update the file for a file attachment, you delete the existing attachment record and add a new attachment with a new file.

7. Delete an Attachment. Click the Mark for Deletion icon next to the attachment.
8. Click Save.

   The attachment is added, updated, or deleted.