Working with File Attachments and Markups

You can attach files to be routed with the BP form. These can be documents that are sent within a document-type BP (such as a transmittal) or they may be supporting documents that are attached to a BP record of any type in the General Comments section.

Note: By default, files attached to business processes are placed in the Unpublished Documents folder in the Document Manager. A Publish Path data element can be designed in business processes in Primavera uDesigner to specify the automatic publishing of documents to a specified path and override the default. See "About automatic publishing of documents" for details.

If you are uploading drawing files, see "Attach drawing and reference files to a business process" for handling drawing file attachments.

You may also initiate a discussion group to help you draft your comments or markups. See "Participating in a Discussion Group".

Note: You cannot upload and attach two documents with the same name to a BP record. If you are using a document-type BP (such as a submittal or transmittal) and are using a folder structure, you can have two documents with the same name in different folders, as you would on a local machine or network drive.

 

Attach files to business process forms

Attach files to document-type business process forms

Remove attachments from a document type business process

Attach drawing and reference files to a business process

View, delete, or download attached files

Add or view graphic markups to a business process attachment

 

 

 


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