You can attach files to be routed with a business process (BP) form. These attachments may be supporting documents that are attached to a BP record. You can also include attachments to the Comments section of the BP.
By default, files attached to business processes are placed in the Unpublished Documents folder in the Document Manager.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 uDesigner 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.
If you are uploading drawing files, see Attach Drawing and Reference Files to a Business Process for handling drawing file attachments.
Notes:
- You cannot upload and attach two documents with the same name to a BP record.
- For security, the Company Administrators can specify the list and size of files that can be uploaded to the Company Properties page, by users and per company policy. Contact your Company Administrator for more information.