Attachments

Team members can attach relevant documents to the main HCL® Marketing Operations objects. An attachment is a URL, digital asset, or a file that you add to a Marketing Operations object. You can add attachments to plans, programs, projects, invoices, approvals, and accounts.

Attachments can be organized by category. For example, your project might contain the following attachment categories.

  • Reference Materials
  • Vendor Forms
  • Offer Creatives
  • Deliverables

The attachment categories are set up in the template that is used to create the particular object.