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.

By default, files attached to business processes are placed in the Unpublished Documents folder in the Document Manager.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 to specify the automatic publishing of documents to a specified path and override the default. For details about automatic publishing of documents, see the Unifier Managers User Guide.

Drawing files attached to Document-type business processes may be accompanied by multiple reference files, which may need to be resolved when attaching a drawing file.

Notes:

Before publishing a BP, you can rename an attachment.
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.