Renaming an Attachment

Before sending a workflow BP or submitting a non-workflow BP, you can update the name of (rename) an attachment.

  1. In the right pane, select the Attachments tab.

    A list of attachments is displayed.

  2. For the attachment in the Unpublished Attachments list that you want to rename, click the gear menu ( ), and select Rename.
  3. In the Rename Attachments dialog box, update the name, and click Save.

    Note: When you change the name of an attachment, make sure that you do not change the file extension, which can render the file inaccessible in Unifier Viewer. For example, do not change an extension from .txt to .docx.

  4. When the Notification message appears, click OK.

See Also

Working with File Attachments and Markups

Adding Attachments

Opening an Attachment

Attach Files to Comments Section of a Business Process

Document-Type Business Process Forms (Without Folder Structure)

Document-Type Business Process Forms (With Folder Structure)

Attach Files to Document-Type Business Process Forms

Add Markups to a Business Process Attachment

View Attachments in a Business Process

Download Attachments in a Business Process

Reviewing Attachments in a Business Process

Revising Attachments in a Business Process

View Graphic Markups in a Business Process Attachment

Publish Attachments or Revised Attachments in a Business Process

Remove Attachments from a Business Process

Comparing File Attachments

Republishing DM Document from BP Record


Last Published Friday, April 11, 2025