To add attachments to the main form of a business process record:

Open a business process record.
Select the Attachments tab from the right pane.
To select a file from your computer, select Attachment > Browse.
1. Drop and drag files from you computer, or click Browse and navigate to your file.
2. Select if you want to include reference files and if you want to revise the file automatically if a file with the same name exists.
3. Click Upload.
To select a file from Document Manager, select Attachment > Document Manager.
1. Select a file. You can select the Find on Page icon to help you find a file. You can expand and collapse the document structure to easily navigate to your file.
2. Select the Copy Comments checkbox to copy the comments that are associated with the file you are attaching.
3. Click Select.

The Publish checkbox is disabled for documents that have been added from the Document Manager. For files attached from your local system, the Publish column is automatically checked, you can choose to un-check it.

If the Attachments tab of the business process form contains any attachments, then an Attachment indicator is displayed. If the tab contains no attachments, then the right pane is refreshed and the indicator is no longer displayed.

Adding Attachments

See Also