Attaching Files from the Document Manager

If the BP design supports the addition of attachments, you can attach files from the Document Manager to a business process (BP) record.

To add a file from the Document Manager:

  1. Tap Add an attachment on a BP record form.
  2. Tap Document Manager.
  3. Select one to ten files at a time.
  4. Tap Done.

When attaching documents, you can choose Include Comments or Don't Include Comments.