Attaching Files from the Document Manager

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

To attach a file from the Document Manager:

  1. In the BP record form, tap Add an attachment.
  2. Tap Document Manager.
  3. Select a maximum of 10 files at a time.
  4. Tap Done.

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


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Last Published Monday, November 10, 2025