Assuming that you have the proper permissions, you may attach files (such as Word documents, spreadsheets, drawings, etc.) to business process forms, cells (such as a cost sheet or funding sheet), and uMail messages. These files can be uploaded and attached from your local system, or they can be attached from documents already uploaded and stored in the Document Manager.
The file attachment procedures are similar across the Primavera Unifier system. When an Attach button is available in a Primavera Unifier window, it is associated with the ability to attach a file. When attaching files to other Primavera Unifier modules, such as a uMail message or Cost Sheet cell, you will be presented with two options:
My Computer: Allows you to attach a file from your local system. When you attach files from your local system, the method of upload depends on your File Transfer Option: Basic (HTML), Intermediate (Java), or Advanced (Java and the Primavera Unifier File Transfer Application).
Primavera Unifier Folder: Allows you to attach a document stored within the Primavera Unifier Document Manager. You must have at least view permission to the folders and files within the Document Manager in order to view and attach them.
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