Attach Documents in Agreement Approval Workflow

You can now attach documents to the agreement workflow. An agreement is a formal understanding between parties detailing the scope of work, resources, terms, and conditions to be provided or executed. These documents can be the Statements of Work (SOW), resource details, and other critical information. This feature provides reviewers and approvers a comprehensive view and immediate access to essential details in the attachments. You can specify a category of documents to be attached to the workflow through a setup. The workflow will automatically select and add those documents from the agreement attachments that matches the document category.

Steps to enable and configure

1.    Access the agreement workflow setup to specify the category of documents to be attached.  
2.    Ensure that documents in the agreement attachments match the defined category for automatic selection and addition to the workflow. 

Key resources

Oracle Projects Billing User's Guide
Topic: Agreements and Project Funding