The following describes how to view, delete, or download attached files.
To view attached files (non-document-type business processes)
1 | Do one of the following: |
• | If the file is attached to the comments on a BP form, click the General Comments link. Open the comment with the attachment, and then click the Attachments link at the bottom of the Edit General Comment window. |
• | If the file is attached directly to the BP form, click the Attachments link at the bottom of the form. |
The Attachments window opens.
2 | Select a file and click View. The document will open in the viewer selected in your user preferences. |
Note: If the file is a drawing file with references, you can select the file in the Attachments window and click Reference Records. The Reference Record window opens.
To view attached files (document-type business processes with line items)
Double-click the document from the list at the bottom of the form. The Line Item window opens. Double-click the document to open.
To delete an attached file
Do one of the following:
• | For non-document-type BPs, in the Attachments window, select the file to be deleted. Click the Remove button. |
• | For document-type line item BPs, select the document in the bottom of the form, and then click Remove. |
To download a copy of an attached file
Do one of the following:
• | For non-document-type BPs, in the Attachments window, select the file to be downloaded and click Download. |
• | For document-type line item BPs, select the document to be downloaded and click Download. |
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