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Attachments are a type of content that any Administrative User can 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 process.
They are often Examples are PDF documents or pictures (PNG, JPEG) that can be used as supporting information.
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| Used With | Notes | Example | Can look like this |
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| Smart Forms | These are policies or forms that appear in the New Hire's process flow. Usually they contain text and or data entry fields. Attachments can be included with these Forms or Policy documents as additional supporting material. | Employee Handbook There can be an activity with an acknowledgement text, expecting the New Hire to electronically acknowledge having read the handbook and agreeing to abide by its contents. The actual Employee Handbook can be attached (PDF) to this policy. | |
These are used when we wish you want to present a list of things/reminders/To-do tasks. Attachments can be a part of one (or all) task items in a checklist to provide additional information. | For example, a New Hire might have an activity that presents a Day-1 Checklist - a list of things they must be aware of or a list of tasks they must do on the Day-1their first day. One task might be "Use this temporary parking permit and park only on the designated spot". A parking permit and a parking map can be attached to this task, so they can be downloaded by the New Hire. |
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Attachments are added through a Content Revision. This action can be performed by any Administrative User.
Click on the Menu Iconicon, and then click Add/Update Revision under Manage Revisions.
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| Create Revision (Add/Update Revision) Page |
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Click on in the box next to Type.
| Manage Revision Page |
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Next to Revision Date, click on the box and input or select a date that you want the Attachment to be activated and able to use. Typically this would be the current date in order to immediately be able to use it.available for use.
| Manage Revision Page |
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Next to Description, put enter a title or description of the Attachment for your own future reference (in order to more easily find it and distinguish it from other Attachments and content).
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Next to Business Process ID, click on the box and select the organization's onboarding for process in which you want the Attachment to be used.
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Select an Attachment Category that would fit the Attachment you want to upload.
| Attachment Page | |
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Click Upload.
| Attachment Page |
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How do you modify an existing Attachment?
Click on the Menu Iconicon, then Add/Update Revision.
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On the bottom of the page, there is a summary of all of the changes that you have just donemade in the revision.
| Manage Content Revision Page |
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How do you view all of the current Attachments in the system?
Click on the Menu Iconicon.
Click on Review Content, under Current Setup.
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Click Search.
| Define Attachment Page |
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Underneath, the search results with the list of The search results list all existing attachments will appear.
| Define Attachment Page |
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