Add Marketing Document Screen

The table below explains the items on the Add document screen. For information about how to access this screen, see Add Marketing Documents.

Screen Item	Description
Name	Enter a unique name to help identify the document.
Description	Enter additional information to further identify the document, such as an explanation of its content or intended recipients.
Site	To restrict use of the document to only users at a specific site, select the site to use the document.
Cost	Enter the cost for the document and select whether the cost is per piece, response, marketing effort, or per thousand. If you select Per marketing effort, the program distributes the cost across all packages that use the document within a marketing effort. To not include the document in the overall cost of a package or marketing effort, select Do not include.
Type	Select the type of document, such as pamphlet or report.
Media link	To link the document to a digital file stored outside of your database, select this option and enter the web address or file path for the file. If you select this option, do not link to a file on your local hard drive, as other users cannot access it.
Attachment	To store a digital file on your server as an attachment to the document, select this option and select the green arrow to browse to the file. When you save the document, a program uploads the file to the server and stores it in the database so users can access it from any workstation that runs the program.