Attach to a Process

Depending on your account settings, you may be able to attach documents to a process. The user who attached the documents, an administrator or anyone with manage document permissions can remove the attached documents.

  1. Open the Process instance page.
  2. Click the Attached Documents tab.
  3. Click Attach Documents.
  4. To upload a file from your computer: 
    1. Click Upload from your Computer.
    2. Select a destination folder and click Select.
    3. Click Browse to search for files to upload or drag and drop a file from your computer.
    4. Click Done.
  5. To select a file from the project’s Documents module: 
    1. Click Select from Documents Module.
    2. Select the file(s) and click Attach.
  1. Open the Process instance page.
  2. Click the Attached Documents tab.
  3. Select the check box next to the form you want to remove, and then click Remove Documents.

For process instances that have already been submitted (not drafts), the word "Removed" is displayed in parentheses next to the document title, indicating that it was removed from the process. You're able to reattach the document by clicking the Reattach link located underneath the title of the document.

Depending on your account settings, you may be able to attach processes to a process. The user who attached the processes, an administrator or anyone with manage process permissions can remove the attached processes.

  1. Open the Process instance page.
  2. Click the Attached Processes tab.
  3. Click Attach.

    4. The Attach Processes page is displayed.

  4. Filter for the processes you want to see.

    5. Results are displayed in the table below.

  5. Select the check box next to the processes you want to attach.
  6. Click Attach.
  1. Open the Process instance page.
  2. Click the Attached Processes tab.
  3. Select the check box next to the form you want to remove, and then click Remove .

For process instances that have already been submitted (not drafts), the word "Removed" is displayed in parentheses next to the process title, indicating that it was removed from the process. You're able to reattach the process by clicking the Reattach link located underneath the title of the process.

Depending on your account settings, you may be able to attach forms to a process. The user who attached the forms, an administrator or anyone with manage form permissions can remove the attached forms.

  1. Open the Process instance page.
  2. Click the Attached Forms tab.
  3. Click Attach.

    4. The Attach Forms page is displayed.

  4. Filter for the forms you want to see.

    5. Results are displayed in the table below.

  5. Select the check box next to the forms you want to attach.
  6. Click Attach.
  1. Open the Process instance page.
  2. Click the Attached Forms tab.
  3. Select the check box next to the form you want to remove, and then click Remove Forms.

For process instances that have already been submitted (not drafts), the word "Removed" is displayed in parentheses next to the forms title, indicating that it was removed from the process. You're able to reattach the forms by clicking the Reattach link located underneath the title of the forms.