You can attach files to BP forms directly from your local system or from files that are already part of the Document Manager. For document-type BPs, such as transmittals, you can attach files to the BP that are part of the transmittal package. For all BPs, including document type, you can also attach files as supporting documentation.
Open the form to which you want to attach files and follow one of the procedures below.
Files can be attached to forms through General Comments.
To attach files to a business process form
| 1 | Click the General Comments link at the bottom of the form, and then click Add to open the Edit General Comment window. |
Note: If you are attaching a file through General Comments, you must also enter a text comment.
| 2 | Click Attach and choose: |
| • | My Computer: Attach the file from your local system. The procedure is the same as for uploading files to the Document Manager and depends on your file transfer option. |
| • | Primavera Unifier Folder: Attach documents from the Document Manager. The window opens displaying the project or shell documents files and folders. Select the files and folders to attach and click OK. Folders are not attached. Instead, the contents of selected folders are attached in a flat list. Documents with duplicate file names will not attach. |
Note: The attachment sources (My Computer and Primavera Unifier Folder) that are available depend on the BP design. Both choices may not be available for a given BP.
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