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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.
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.
Basic Path
01. Access the process request to which you want to add an attachment.
To add an attachment in a request, the user should be the person responsible for the request current activity or be the process manager.
You can access the process request through the Task Central. For more details about the task central, check the Task Central feature.
You can also add an attachment during the start of a new request. For more details about how to start a request, check the Start Requests feature.
02. Access the Attachments tab.
Add Attachment through Upload
01. Click Load files.
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.
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.
In order for a new attachment to take effect after being added, you need to Run the Task or click on the Save button.
Attention
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.
02. Select the file to be downloaded.
03. Click the attachment options, on the right side of each file
04. Click on Download.
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.
02. Click on More Options, located to the right of the attachment name.
03. Click Post.
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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