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Basic Path
01. Access the process request to which you want to add an attachment.
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To add an attachment in a request, the user should be the person responsible for the request current activity or be the process manager. |
02. Access the Attachments tab.
Add Attachment through Upload
01. Click Add upload attachment.
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This button allows the user to upload the file to attach to the request. Upload is the transfer of the file that is in the user's computer to the platform server. It is required because, for an attachment to be published in the platform, it must initially be written to a platform area used for files to be published. |
02. Enter a description that identifies the new attachment.
03. Upload the file.
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There are the following methods to upload a file:
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04. In the publishing files list, check the file sent as main.
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All attachment publishing should have only a main file, the other sent files can be checked as publishing attachments, when required. |
05. Check if it clears the upload directory when posting.
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When checked, it indicates that, with the attachment publishing, the upload directory files should be deleted. |
06. Click Confirm.
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After adding a new attachment so that it can be made effective, you need to Run the Task or click the Save button. |
Alternative Path(s)
Add DMS Attachment
01. Click Add EDM Attachment.
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This button allows the user to attach any document type that exists in the to the request. |
02. Select the document to be attached.
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To find a document, you can browse the folder structures. |
03. Click Select.
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After adding a new attachment so that it can be made effective, you need to Run the Task or click the Save button. |
Speaking of Post Attachments in the Process...
It is common to have to attach documents, such as receipts, certificates and reports, to the processes and platform enables to add these attachments to the requests.
The platform offers total control over the documents attached to the processes. This control starts with the possibility of attachment security configuration for each process and continues with the options of attaching documents already published in the platform, for example: external links, poll result, forms and common documents, as well as attaching documents that are not published in the platform by using the file upload feature.
Besides the possibility of attaching documents, the platform allows managing these documents, enabling deletion or even the effective publishing of documents attached through upload. These tasks always depend on attachment security settings defined in the process.
In the process registration, it is also possible to determine if the attached documents that are published in the platform should have their versions/reviews updated according to updates performed in the published documents.
In order to delete attachments, you need permission in the attachment security settings. You cannot delete attachments of form type originated by the process form definition, regardless of the task being executed or the permission in the attachment security definition.
The publishing, in DMS, of documents attached to the process through upload is only possible after their recording. Therefore, you cannot publish the attachment in the start activity of a request and, in the other activities, it is necessary that the attachment is already saved, besides the permission required.
After performing some maintenance in the request attachments so that these actions are performed, you need to Run the Task or click the Save button.
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