This option allows you to attach files, from your computer or your local system onto a Document-type Business Process record.
There are multiple ways in which files can be uploaded to a Document Type BP depending upon your use case.
You can upload files to a Document-type BP, based on your use-case, as follows:
- If one file (attachment) needs to be added to a single line item, then click Add > Attachment > Add Attachment > My Computer, select the file that you wish to upload, and click Open.
- If multiple files (attachments) need to be uploaded simultaneously, click Import and select Import Attachments. In the File Upload window, click Browse, select the files that you want to upload, and click Open. Once all the files are available in the File Upload window, click Upload. This will upload all the files as Line Items into your Business Process Record.
- If you need to upload multiple files (attachments) simultaneously, and in addition to the files you also wish to provide more details about the line item, then click Import and select Import Line Items to open the CSV import wizard. You can use the CSV import file to specify the files (attachments) that are required for the line items and then import the line items as well as the files (attachments).
Note: The system does not attach folders. If you select a folder, the system attaches the contents of the selected folder, in a flat list.
By default, files attached to a business process are placed in the Unpublished Documents folder in the Document Management node (Project/Shell 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 Unpublished Documents).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.