| Table of Contents |
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What are
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attachments?
Attachments are a type of Content that any System Setup User will be able to add to the system. Attachments are used to add documents to the system that can either be viewed or downloaded by a user during their Onboarding onboarding process.
They are often PDF documents or Pictures (PNG, JPEG) files that can be used as a supporting information.
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Attachments may need to be modified if a new version of the document has become available, or changes have been made to a policy or benefit, for example.
How do you add an
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attachment?
Attachments are added through a Content Revision. This action can be performed by any System Setup User.
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Next to Business Process ID, click on the box and select the Organizationorganization's Onboarding onboarding for which you want the attachment to be used.
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Add a Description, similar to before.
Select an attachment category Attachment Category that would fit the attachment you want to upload.
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You can click on View to see how the attachment will look like and if it will work. Click on Save.
| Attachment Page |
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Click on Apply.
| Manage Revision Page |
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How do you
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modify an existing
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attachment?
Click on the Menu Icon, then Add/Update Revision.
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There are two different options for modifying an existing attachment: Adding a New Value or Modifying an In Progress Revision revision (by searching for).
| Create Revision Page |
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Select Content for Type, a date for when you want the modification to activatebecome effective, a Description, and the Business it is underBusiness Process ID.
Click on Reserve.
| Manage Revision Page |
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Click on Configure.
| Manage Revision Page |
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In Progress Revision:
Click on View/Edit.
| Manage Revision Page |
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Both Adding a New Value and coming from or modifying an In Progress revision lead to this page.
Click on Review/Update.
| Manage Content Revision Page |
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A search page with existing Attachments attachments opens up. Use the quick search feature to type the name of the attachment you wish to modify.
Click on the attachment's Content Name.
| Attachments Page |
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You can modify the descriptionDescription, attachment categoryAttachment Category, or delete the file and upload a new file.
| Attachment Page |
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After modifying what you wantyour changes are complete, click on Save.
| Attachment Page |
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Click on Apply.
| Manage Revision Page |
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How do you view all of the current
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attachments in the system?
Click on the Menu Icon.
Click on Review Content, under Current Setup.
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