Attaching Files from the Document Manager

If a business process (BP) supports attachments, you can attach images, audio files, video files, and PDFs from the Document Manager to a business process (BP) record.

Prerequisite

Images, audio files, and video files are available in the Document Manager.

Online Mode

To attach files from the Document Manager:

1. Navigate to your workspace and touch a BP tile.
2. 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).
3. In the BP record:
   1. Touch the Main Form or Detail Form.
   2. If enabled and applicable, navigate to any of the following locations:
      • Select the Attachments () tab, and then touch Add an Attachment.
      • Select the Comments () tab, and then touch Attachments.
4. From the menu, select Document Manager.
5. Select a maximum of 10 files at a time.

   When attaching documents, you can choose Include Comments or Don't Include Comments.

6. Touch Done.

   Note:

   Duplicate file names are not allowed.

Offline Mode

Document Manager is not supported.