Modifying activity plan template attachment details

You can change the details of an attachment in the Edit Document dialog when you add it to your activity plan template. The Edit Document dialog can be accessed from the Details tab of the Select Document dialog.
To modify the details of an attachment:
  1. Navigate to the Customize workspace.
  2. Click the Activity Plans tab.
  3. In the templates list, select the activity plan with the attachment you want to modify.
  4. Click the Attachments subtab.
    The Attachments view appears.
  5. In the Document Manager Items list, click the Select button .
    The Select Document dialog opens.
  6. In the documents list, select the document you want to edit.
  7. In the Details area, click the Edit button .
    The Edit Document dialog opens.
  8. In the corresponding tabs, make your modifications.
  9. Click OK.
    The Edit Document dialog closes and the changes are saved.
  10. Click OK.
    The Select Document dialog closes.
The attachment's details are modified.