Index

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.

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Basic Path

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Access attachments tab

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01. Access the process request to which you want to add an attachment.

02. Access the Attachments tab.

Add Attachment through Upload

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01. Click Load files.

Learn more

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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.

Learn more

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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
title Attention
Uploaded attachments are not automatically posted in ECM. To do so, to follow the procedure described in item Post Uploaded Attachment.

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Alternative Path(s)

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.

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.

Expandirpanel
title Learn more
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.

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06. Enter a description that identifies the attachment.

07. Click on Confirm.