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 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.
If you are using the co-authoring feature of Microsoft 365 and you want to update a document, make sure that the document supports co-authoring and that the co-authors have permission to access and edit the applicable document. For more information, see your Microsoft documentation.

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

Open a business process record.
In the right pane, select the Attachments tab.
Select an attachment, select , and then select Revise.
Select the file you want to revise, select , and then select Browse.
Select the revised file to upload, and select Open.
Select 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:

Open a business process record.
In the right pane, select the Attachments tab.
Select an attachment, select , and then select Open in Office for the web.
Whenever you update a Microsoft 365-supported document, a new revision is created. If another user joins the co-authoring session while your session is active, changes from both users are saved in the same revision of the document.
Make the applicable changes, and verify that the status listed in the upper-left corner is Saved.
Verify that the changes made by all participating co-authors are reflected in the same revision of the document.
To see a list of revised documents, maximize the Attachments tab on the right pane.

Last Published Friday, October 17, 2025