Attaching a PDF with Multiple Photos
As an alternative to attaching individual files, you can add a PDF with a maximum of 10 photos to a BP record or to the Document Manager.
Online Mode
To add a PDF with multiple photos:
- Navigate to your workspace and touch a BP tile.
- Complete any of the following procedures:
- To create a BP record as outlined in Creating Business Process Records, touch Add (
).
- To edit an existing BP record as outlined in Editing BP Records, touch Accept (for workflow BPs) or Edit (for non-workflow BPs).
- To create a BP record as outlined in Creating Business Process Records, touch Add (
- In the BP record:
- Touch the Main Form or Detail Form.
- If enabled and applicable, select the Attachments (
) tab, touch Add an Attachment or touch Add (
) for Document Manager.
- Touch Multiple Photos.
- On the Multiple Photos screen, enable Merge Into PDF.
Note:
In the Document Manager, Merge into PDF is preselected.
- In the PDF File Name field, update the name, if applicable.
By default, the system labels the file with PDF and a time stamp.
- In the Size field, select Small (default) or Medium.
- Touch Next.
- Touch Merge as PDF.
Offline Mode
You can attach PDFs only to a BP, not to the Document Manager.