Opening an Attachment

Before a task is accepted, you can review or download attachments. After it is accepted you can review, download, revise, rename, and remove attachments (depending on the properties of the form.

To open an attachment:

In the right pane, select the Attachments tab.
The tab displays a list of attachments. If there are revisions, the Revised column includes a check mark. If you review the attachment, the revisions are displayed in the list of attachments. The Reference Record tab is displayed only if there are references to drawing file attachments.
Select an attachment, and then do one of the following:
- If the attachment is a drawing file, select and then select Open in AutoVue or double-click the name of the attachment.
- For all other attachments, double-click the name of the attachment. The attachment opens either in the Native or Unifier Viewer, depending on your default setting. If Native is your default viewer, your Company Administrator enabled Office 365 integration, and the attachment is a CSV, DOCX, PPTX, or XLXS file, the attachment opens in Microsoft 365 (Office for the web).

For more information on adding annotations and markups, see Add Markups to a Business Process Attachment.

See Also