Working with File Attachments and Markups

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.

Unifier Viewer supports a wide range of document file types. The Native viewer lets you view most file formats in the application in which you created or regularly view them. If your Company Administrator enabled Office 365 integration, you can also use Microsoft 365 to view and update documents, including working on attachments for Generic Line Item, Cost type with Line items with CBS code, Document Type, and Simple BPs. For more information regarding settings, see Choosing a Viewer Option in the Unifier Essentials User Guide. For more information on working with documents, see Creating and Managing Documents in the Unifier Essentials Managers Reference Guide.

Files attached to BP records will be published to the project Document Manager based on the file path defined in the Project Configuration BP. For files attached from your local system, the Publish to Document Manager checkbox is automatically selected; if you clear it, the attachment is not published to the Document Manager.

A Publish Path data element can be designed in business processes to specify the automatic publishing of documents to a specified path and override the default. For more information about the automatic publishing of documents, see the Unifier Essentials Data Reference Guide and the Unifier Essentials Managers Reference Guide.

Notes:

Before sending a workflow BP to the next step or submitting a non-workflow BP, you can rename an attachment. If you change the name of an attachment, make sure that you do not change the file extension, which can render the file inaccessible in Unifier Viewer. For example, do not change an extension from .txt to .docx.
You cannot upload and attach two documents with the same name to a BP record.
For security, the Company Administrators can use the Security tab on the Company Settings node to specify the types and size of files that can be uploaded to the system by users and per company policy. Contact your Company Administrator for more information.