This option allows you to attach files, from the Document Management (Documents folder).
When you select this option, the Select Files window opens, which displays all the folders of the Project/Shell documents (Current Phase > Documents > Project Documents). If Line Items, then select Attachment > Add Attachment > Unifier Folder.
From the Current Phase (right-hand pane) select the appropriate folder to see the contents in the right-hand pane.
- Selecting Current Phase enables you to view the folders and documents associated with the current phase.
- Selecting All Phases enables you to view all folders and documents in the Document Management, regardless of the phase.
- If you want to include the comments that are attached to the documents, select the Copy Comments checkbox.
From the right-hand pane, click to select a folder, and then click OK to attach the files in the folder. The attached files appear in the lower portion of the window. If the BP has line items and you select a folder or multiple documents, the system adds each document to a separate line item.
Notes:
- Folders are not attached. Instead, the contents of a selected folder are attached in a flat list.
- The system does not allow attaching files with duplicate file names.
By default, files attached to a business process are placed in the Unpublished Documents folder in the Document Management node (Project/Shell > User mode > Document Management > Unpublished Documents).
A Publish Path data element can be designed in uDesigner (Business Processes) to specify the automatic publishing of documents to a specified path and override the default. Refer to Unifier Managers User Guide for details about automatic publishing of documents.