How You Can Attach Documents during the Approval Process

As an approver, you can add attachments to notifications and requisitions during the approval process.

• Notification (Workflow Task)

• Requisition

Notification (Workflow Task)

As an approver, you can add attachments and comments in the task details of the approval task assigned to you. These attachments get added to the task and not to the document. Anyone with access to the task can see the attachments. The requester can see the attachment from approval emails or notifications.

Note: When requesters or buyers view the requisition or purchase order, they won't be able to view the attachments you added because these attachments get added to the task and not to the document.

Requisition

You can add attachments to a requisition using the Edit Requisition link on the notification only if you have the Edit Requisition as Approver privilege. These attachments get added to the document and requesters and buyers can see these attachments.