Histórico da Página
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Index
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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. |
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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.
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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.
Access attachments tab
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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
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01. Click Load files.
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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. |
02. Select the file(s) to be attached through Explorer.
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You can drag the file when transferring it directly to the screen for posting new attachments. |
03. Click Open in Explorer to start the transfer.
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In order for a new attachment to take effect after being added, you need to Run the Task or click on the Save button. |
| Nota | ||
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Uploaded attachments are not automatically posted in ECM. To do so, to follow the procedure described in item Post Uploaded Attachment. |
Add ECM Attachment
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01. Click Search in ECM.
Attachment Download
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01. Select the Attachments tab.
02. Select the file to be downloaded.
03. Click the attachment options, on the right side of each file
04. Click on Download.
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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
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01. Find the uploaded attachment that you wish to post.
02. Click on More Options, located to the right of the attachment name.
03. Click Post.
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Documents attached to the process via upload can only be posted in ECM after they are written. In addition, users must have at least write permission for the folder in which they wish to post the attachment. |
04. Check the folder in which you wish to post the attachment.
05. Click Select.
06. Enter a description that identifies the attachment.
07. Click on Confirm.
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