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Revising Attachments in a Business Process

You can revise/edit documents that are attached to any BP record or Line Item. If your Company Administrator enabled Office 365 integration, you can use Microsoft 365 (Office for the web) to revise attachments for Generic Line Item, Cost type with Line items with CBS code, Document Type, and Simple BPs.

Notes:

• Revising a document replaces the existing file (with the same name) in a BP record or Line Item.
• If the terminal status of a BP record has been reached, the system disables the document revision option.

To revise an attachment by uploading it from your local machine:

1. Open a business process record.
2. In the right pane, select the Attachments tab.
3. Select an attachment, click  , and then select Revise.
4. Select the file you want to revise, click  , and then select Browse.
5. Select the revised file to upload and click Open.
6. Click Upload.

   To see a list of revised documents, maximize the Attachments tab on the right pane.

   If the name of a file that you attach to a BP record, or Line Item, matches the name of a file that exists in the BP record, or Line Item, the system lets you automatically revise the existing file (Revise automatically if file with same name exists) with the newly attached file.

To revise an attachment using Microsoft 365:

1. Open a business process record.
2. In the right pane, select the Attachments tab.
3. Select an attachment, click  , and then select Open in Office for the web.

4. Make the applicable changes and click Save.

   To see a list of revised documents, maximize the Attachments tab on the right pane.

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Last Published Wednesday, July 2, 2025