Attach Files to Comments Section of a Business Process

The Comments tab allows you to enter your comments and attach documents, or files, that can provide more information about a BP record.

Note: The Comments option cannot be used for updating any BP record.

To use the Comments option to enter your comment and attach files or documents:

  1. Go to your project or shell (User mode), and open the BP record.

    A Business Process (BP) record could be in a folder such as Project Delivery, Cost Manager, Cost Controls, and so forth, in the left Navigator.

  2. In the right pane of the BP record, click the Comments tab.
  3. Click the Attach Files button (paperclip) and select one of the following options:
    1. Browse
    2. Document Manager
  4. When you are finished adding attachments, click Post.

Note: The attachment sources (My Computer and Unifier Folder) are available based on the BP design and both of these two options may not be available for a given BP.

The following explains the file attachment options in detail.

Related Topics

Attach Files to a Document-type BP from My Computer

Attach Files to a Document-type BP from Unifier Folder


Last Published Monday, August 28, 2023