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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
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ECM Attachment
01. Click Add EDM Attachment Search in ECM.
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This button allows the user to attach any document type that exists in the to the request.
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
02. Select the document to be attached.
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To find a document, you can browse the folder structures. |
03. Click Select.
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After adding a new attachment so that it can be made effective, you need to Run the Task or click the Save button. |
| Informações | ||
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This documentation is valid from update 1.5.10 on. If you use an earlier version, it may contain information different from what you see in your platform. |
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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