Attachments

Attachments can be added to individual Tasks or to the Workflow via the attachments control. Any type of document can be uploaded for storage and to share with other users.

Task Level Attachments

To access Task level attachments click the paper clip icon in that Task’s row to expand the attachments control.

Workflow Level Attachements

Workflow level attachments are located below the Tasks section of the Workflow. The attachments control allows users to upload new attachments or view the Document Management System. To upload an attachment, click the New Attachment button, which will display the File Upload window. Here a file may be selected, a description of the attachment as well as a document type (if enabled) can also be added.

Once a document has been uploaded it will appear in the control as a line item. To download the attachment, click the File Name. To access the other actions that can be taken on an attachment, click the sprocket icon to expand the menu. From this menu, the following actions can be taken.

•       Lock/Unlock: Locking an attachment will prevent that document from being modified in any way. If the document is locked, the only options that will display in the menu are Unlock and View Log.

•       Send to Archive/Send to Current: These options will move the attachment to the Current or Archived section of the control, depending on the attachment’s current location.

•       Upload New Version: This option will open the File Upload dialog to select a new file to be the next version of that attachment. The Description and Document Type will be set to match the previous version’s, and the new version will be added to the Current section while the existing version will be moved to the Archived section.

•       Delete: This option will remove the attachment from the customer record.

•       Copy: This option will create a copy of the attachment.

•       View Log: This option opens a window that contains the history of all actions taken on the attachment, with the time the action took place and the user that performed the action.