Modifying Attachments

After you have created attachments for your interaction templates, you can modify them. Attachments can be Microsoft Word documents that you have created or other sorts of documents (for example, Microsoft Powerpoint presentations) that you have imported.

To Modify Attachments:

  1. Open the Interaction Templates window.

  2. Find the interaction template containing the attachment that you want to modify and click Attachment, Open.

    The program automatically opens the attachment.

  3. Make the necessary modifications, and close the document.

    A dialog box appears.

  4. Click Yes to save and import the modified document.

Related Topics

Setting Up Interaction Templates

Creating Attachments (Microsoft Word Documents)

Copying Attachments

Removing Attachments

Importing Attachments

Exporting Attachments

Working with Microsoft Word Documents