Histórico da Página
Index
| Índice | ||||||
|---|---|---|---|---|---|---|
|
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.
...
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.
Basic Path
Access attachments tab
...
01. Access the process request to which you want to add an attachment.
| Painel |
|---|
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 Load files.
| Painel |
|---|
This button allows the user to upload the file the user wishes to attach to the request. Upload is the transfer of the file from the user's computer to the platform's server. It is required because, for an attachment to be posted, it must first be written in a file posting area. |
...
| Nota | ||
|---|---|---|
| ||
Uploaded attachments are not automatically posted in ECM. To do so, to follow the procedure described in item Post Uploaded Attachment. |
Alternative Path(s)
Add ECM Attachment
...
...
01. Click Search in ECM.
Attachment Download
...
01. Select the Attachments tab.
...
| Painel |
|---|
A new way to download one or more files at the same time is through the Download button, on the bar above the attachments. When you select a file, it is downloaded automatically. If you select two or more files, they are downloaded immediately, generating a zip file containing all the files that were selected to be downloaded |
Post Uploaded Attachment
...
01. Find the uploaded attachment that you wish to post.
...
06. Enter a description that identifies the attachment.
07. Click on Confirm.
Visão Geral
Import HTML Content
Conteúdo das Ferramentas
Tarefas