Attaching Files from the Files App

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

Prerequisite

Images, audio files, video files, and PDFs are available in the Files App.

Online Mode

To attach files from the Files App:

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 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 ().
      • Touch the image picker ().
      • Touch Document picker.
4. From the menu, touch Files App.
5. Select files from any of these locations: iCloud, Google One, Box, and so on.
6. Select a maximum of 10 files at a time.
7. On the Preview screen, perform any of the following actions:
   • Rename duplicate file names highlighted in red or rename files to suit your business needs.
   • To remove any attached files or photos, touch Delete ( ).
   • After previewing the files, touch Done.
8. Touch Done.

   Note:

   Duplicate file names are not allowed.

Offline Mode

You can attach images, audio files, video files, and PDFs.