Managing Attachments

The attachments are the files that you may want to provide to other stakeholders in a workflow. The other stakeholders can then view the attachments and refer to the attachments while performing their tasks.

On the Attachments tab, you can view attachments, add a new attachment, or modify or delete previously added attachments.

Note: A clip or attachment icon in the Attachments tab indicate that an attachment is added to the item record.
To view an attachment
  1. Search and view the appropriate record.
  2. Click the Attachments tab.
  3. Click the file icon in grid view or the Open button in thumbnail view for the attachment you want to view.

The attachment downloads on your computer and depending on your browser preference, automatically open in the appropriate application or image viewer.

If the attachment does not open automatically, browse to the location where it is downloaded and double-click to open and view the attachment.

Tip

To view the Add Attachment dialog box, click the Add Attachment link.

To add an Attachment
  1. Search and view the appropriate record.
  2. Click the Attachments tab.
  3. Click the Add New Attachment link.

The Add Attachment dialog box opens.

  1. Click Browse and navigate to the location of the file that you want to attach and click Open.   

You can repeat this process to attach additional documents for the same Category, Keywords, and Description information.

  1. In the Category list, select a category for the attachment.
  2. In the Keywords box, type the keywords that might help to find the attachment in future when filtering.
  3. In the Description box, type a brief information about the file attached.
  4. Click one of the following:

Note: After you add an attachment to the item record, the clip or attachment icon is displayed in the Attachments tab.
To edit an attachment
  1. Search and view the appropriate record.
  2. Click the Attachments tab.
  3. Click the Edit link in grid view or the Edit button in thumbnail view for the attachment that you want to edit.

The Edit Attachment dialog box opens.

  1. To replace the attached file with a different file, click Replace and navigate to the location of the file that you want to replace with and click Open.
  2. To update the details of the attached file, change the category, keywords or description as desired.
  3. When finished, click one of the following:
To delete an attachment
  1. Search and view the appropriate record.
  2. Click the Attachments tab.
  3. Click the Edit link in grid view or the Edit button in thumbnail view for the attachment that you want to delete.

The Edit Attachment dialog box opens.

  1. Click the Delete link.
  2. In the Confirm Deleting Attachment dialog box, click one of the following:

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