Documents can be added and managed as attachments in the Contacts workspace through the Journal tab.

Adding attachments to activity plans

You can add attachments to activity plans. You can also add attachments to steps in the same manner.

To add an attachment to an activity plan:

1. Navigate to the Contacts workspace.
2. Select the contact whose activity plan you want to add an attachment to.
   The selected contact's profile opens.
3. In the Journal tab, in the Activities subtab, click the Action button  for the activity plan you want to add attachments to and select Edit.
   The Edit dialog opens.
4. In the Attachments tab, click the Add Attachment button .
   
5. Browse for and select the file you want to attach to this plan.
6. Click Open to add the attachment.
7. Click OK.
   The Edit dialog closes.

The attachment is added to the activity plan.

Deleting attachments from activity plans

You can delete attachments from activity plans. You can also delete attachments from steps in the same manner.

To delete an attachment from an activity plan:

1. Navigate to the Contacts workspace.
2. Select the contact whose activity plan you want to delete an attachment from.
   The selected contact's profile opens.
3. In the Journal tab, in the Activities subtab, click the Action button  for the activity plan you want to delete an attachment from and select Edit.
   The Edit dialog opens.
4. In the Attachments tab, click the Action button  for the attachment you want to delete and select Delete.
5. Click OK.
   The Edit dialog closes.

The attachment is deleted from the activity plan.

Replacing activity plan attachments

You can replace an activity plan's attachment. You can also replace activity plan step attachments in the same manner.

To replace an attachment in an activity plan:

1. Navigate to the Contacts workspace.
2. Select the contact whose activity plan you want to add an attachment to.
   The selected contact's profile opens.
3. In the Journal tab, in the Activities subtab, click the Action button  for the activity plan you want to add attachments to and select Edit.
   The Edit dialog opens.
4. In the Attachments tab, click the Action button  for the attachment you want to replace and select Replace.
5. Browse for and select a file from your computer.
6. Click Open to replace the attachment.
7. Click OK.
   The Edit dialog closes.

The attachment in the activity plan is replaced.