How to: Modify 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 an attachment

  1. In the Search box, enter Interaction Templates, and then choose the related link.

  2. Find the interaction template containing the attachment that you want to modify.

  3. On the Navigate tab, in the Attachment group, choose Open.

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

  5. Choose Yes to save and import the modified document.

See Also

Tasks

How to: Set Up Interaction Templates
How to: Create Microsoft Word Documents as Attachments
How to: Copy Attachments
How to: Remove Attachments
How to: Import Attachments
How to: Export Attachments

Concepts

Working with Microsoft Word Documents