Importing Attachments (With Folder Structure)

You can create line items in a Document Type BP with folder structure record and import attachments into the line items (go to a Document Type BP with folders record, open the folder, open the record, select Actions, and select Import Attachments).

If the Enforce validations on Detail form option has been enabled in uDesigner, the Validate Attachments dialog will display after you upload.

To upload attachments for import:

Drag and drop files from your computer to the Drag and Drop box, or select anywhere in the Drag and Drop box and navigate to your file.
Select one or more files using the Shift or the CTRL keys.
Select Upload.
Each file is displayed as a line item.
In the Validate Attachments dialog, perform any of the following actions for each line item:
- Select Error Check to review all errors flagged for the uploaded attachments.
- Select Save if no errors display or all errors have been resolved.
- Select Cancel to discontinue the import.

For any Workflow, or Non-Workflow, Document Type BP with folder structure record you must ensure that all the required fields have values.

See Also