Attach Files to Comments Section of a Business Process

The Comments tab lets you enter your comments and attach documents or files that can provide more information about a BP record.

Note: The Comments option cannot be used for updating any BP record.

To use the Comments option to enter your comment and attach files or documents:

Go to the shell tab and switch to User mode.
Open the Business Process (BP) record.
A BP record could be in a folder such as Project Delivery, Cost Manager, Cost Controls, and so forth, in the left Navigator.
In the right pane of the BP record, click the Comments tab.
Click the Attach Files button (paperclip) and select one of the following options:
- Browse
- Document Manager
When you are finished adding attachments, click Post.

Note: The attachment sources (My Computer and Unifier Folder) are available based on the BP design; these two options may not be available for a given BP.

The following topics explain the file attachment options in detail.

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