Add Attachments

As a submitter of a step in a business flow, add additional documents as attachments.

You can attach a single or multiple files to a single document upload.

Note: The file size of the attachments including root files (JSON or CSV) must not exceed 500 MB in total.
Add attachments for documents in JSON format
  1. To upload documents, follow step 1 to step 5 given in the Upload Documents as JSON or CSV file.
    After you upload the root JSON file, the Attachments panel is displayed.
  2. (Optional) From the Number of attachments bar, click Upload, browse to the location, and select your document.
    The file(s) gets added in to the Attachment list.
  3. Click Delete () to remove any file from the attachment list.
  4. Click Post and wait until the Save successful message is displayed..
  5. Click Close to return to the Document Submission dashboard.
Add attachments for documents in CSV format
  1. To upload the document in CSV format, follow step 1 to step 5 given in the Upload Documents as JSON or CSV file.
    After you upload the root CSV file, an Attachments table with three Entry Identifier panels is displayed.
    For each Entry Identifier, you can upload either single or multiple files.
  2. (Optional) Click Upload, browse to the location, and select your document.
    The file(s) gets added under Entry Identifier list.
  3. Click Delete () to remove any file from the attachment list.
Add attachments for documents created using JSON form
  1. To create and upload document using JSON Form, see Upload Documents as JSON Form.
    After you add document data in the form, Attachments section appears underneath the JSON form.
  2. Click Upload, browse to the location, and select your document.
    The file(s) gets added under Number of attachments list.
  3. Click Delete () to remove any file from the attachment list.
  4. Click Post and wait until the Save successful message is displayed.
  5. Click Close to return to the Document Submission dashboard.