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Painel

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 Platform ❙ 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

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01. Click Load files.

Painel

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.

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Nota
titleAttention

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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Add ECM Attachment

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01. Click Search in ECM.



Attachment Download

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01. Select the Attachments tab.

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Painel

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.

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