For Document-type BPs (such as transmittals or submittals), you can add comments directly to an attached document.
You can access the attachments in Workflow task emails under General comments section in the Document type BP.
Note: The Enable response via email option must be selected.
To add comments to an attached document
- Select an attached document in the Attachments portion of the Document-type BP.
- Click the Comments button on the toolbar. The File Comments window opens.
- Click Add. The Edit General Comment window opens.
- Type your comments in the text box. You may spell check by clicking the Spelling button.
- You can hide comments on the attachments of workflow business processes by selecting the Hide Comment checkbox. See Hide comments for details on working with hidden comments.
- Click OK.
To attach files to comments
To add files to the comment, click Attach and choose:
- My Computer: Attach the file from your local system. The procedure is the same as for uploading files to the Document Manager.
- Primavera Unifier Folder: Attach documents from the Document Manager. The window opens displaying the project or shell documents files and folders. Select the files and folders to attach and click OK. Folders are not attached. Instead, the contents of selected folders are attached in a flat list. Documents with duplicate file names will not attach.
Note: The attachment sources (My Computer and Primavera Unifier Folder) that are available depend on the BP design. Both choices may not be available for a given BP.
For additional information, see Working with File Attachments and Markups.