Documents can be added and managed as attachments in the Select Document dialog, which can be accessed by clicking the Select  button  in the Document Manager Items section of any Attachments tab.

Adding attachments to activity plan templates

You can add any document to your activity plan template as an attachment.

To add an attachment to your template:

1. Navigate to the Customize workspace.
2. Click the Activity Plans tab.
3. In the templates list, select the activity plan that you want to add an attachment to.
4. Click the Attachments subtab, then click the Select button in the Document Manager Items area.
   The Select Document dialog opens.
5. Click the Select button in the Folder field and select your document's location, or enter a search string in the Search field.
   The applicable documents display.
6. Select your desired document. The details appear in the Details area, and a preview appears in the Attachments zone.
7. Click OK to add the attachment and close the Select Document dialog.

Deleting attachments from activity plan templates

You can delete attachments from any activity plan template.  However, if the template has been used in NexJ CRM, changes will apply only to newly created plans using your modified template. Any plans using the pre-modified template will remain the same.

To delete an attachment:

1. Navigate to the Customize workspace.
2. Click the Activity Plans tab.
3. In the templates list, select the activity plan that you want to delete an attachment from.
4. Click the Attachments subtab. The Attachments view appears.
5. In the Document Manager Items area, click the Action button for the attachment that you want to delete and select Delete.
6. In the confirmation dialog that opens, click Delete.

The attachment is deleted.

Modifying activity plan template attachment details

You can change the details of an attachment in the Edit Document dialog when you add it to your activity plan template. The Edit Document dialog can be accessed from the Details tab of the Select Document dialog.

To modify the details of an attachment:

1. Navigate to the Customize workspace.
2. Click the Activity Plans tab.
3. In the templates list, select the activity plan with the attachment you want to modify.
4. Click the Attachments subtab. The Attachments view appears.
5. In the Document Manager Items list, click the Select button .
   The Select Document dialog opens.
6. In the documents list, select the document you want to edit.
   
7. In the Details area, click the Edit button .
   The Edit Document dialog opens.
8. In the corresponding tabs, make your modifications.
9. Click OK.
   The Edit Document dialog closes and the changes are saved.
10. Click  OK.
    The Select Document dialog closes.

The attachment's details are modified.