Add a marketing document

1. From Marketing and Communications, select Letters and documents. The Letters and documents page appears.

2. Select Add a document. The Add document screen appears. For information about the items on this screen, see Add Marketing Document Screen.

3. Enter a unique name and description to help identify the document.

4. To restrict use of the document to only a specific site, in the Site field, select the site to use the document.

5. In the Cost field, enter the cost for the document. Select whether the cost is per piece, response, marketing effort, or per thousand. To not include the document in the overall cost of a package or marketing effort, select Do not include.

6. To group the document with similar documents, in the Type field, select the type of the document, such as report or pamphlet. Your system administrator configures the available document types.

7. To attach the primary content of the document, such as a Microsoft Word document (*.doc) or an Adobe portable document format (*.pdf) version, under Document, select whether to link to the file or attach the file to the document.

   • To link to a file outside of your database such as on a website or network location, select Media link and enter the web address or network path.

   • To attach a file to the document in your database, select Attachment and select the green arrow to browse to the file.

8. Select Save. The Letters and Documents page appears, open to the Documents tab.