Adding notes and attachments

You can add notes and file attachments to a process if the process allows it. Other users who participate in the process can view, update, and delete the notes or attachments if you provide permission.

    Add a note

    1. Click the Attachments tab and select Note.

    2. Type a title for the note in the Title box, and type the text of the note in the Note box.

    3. Select the Permissions level for the note for other users who participate in the process.

    4. Click OK. A text file that contains your note is attached to the form. You can update a note by clicking it and directly modifying the text. You can delete a note by clicking the Delete button Image of a trash can beside the note.

    Add an attachment

    1. Click the Attachments tab and select Attachment.

    2. Click Browse to select the file to attach.

    3. Select the Permissions level for the attachment for other users who participate in the process. If you select Read, other users can save the file locally. If you select one of the edit permissions, other users can also upload a new file to replace your attachment.

    4. Click OK. The file is attached to the form. You can delete a file by clicking the Delete button Image of a trash can beside the attachment.

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