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Attachments are added through a Content Revision. This action can be performed by any Administrative User.  

Click on the Menu icon, and then click Add/Update . Click Create Revision under Manage Revisions.

Click Add a New Value.

Click in the box next to Type.

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Select From the drop down Type select Content.

Next to Revision Date, click on the box and input or select a date that you want the Attachment to be available for use. 

Next to Description, enter a description of the Attachment for future reference (in order to more easily find it and distinguish it from other Attachments and content).

Next to Business Process ID, click on the box and select the onboarding process in which you want the Attachment to be used.

Click Reserve.

Click Configure.

Click Add under Attachments.

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On the Content Revision Page, click Add for the content type Attachments under Content Metrics.

Add a Attachment Description, similar to before.

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Click Upload.

Choose an Attachment File.

After choosing the file click Upload.

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You can click on View to see how the Attachment will look. Click on  Save.

Click on Click Return to Manage Revision.

Click on Click Apply.

How do you modify an existing Attachment?

Click on the Menu icon, then Add/Update Revisionclick Create Revision under Revisions.

There are two different options for modifying an existing Attachment: Adding a New Value or modifying an In Progress revision (by searching for it).

Adding a New Value:

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Click on Reserve.

Click on Click Configure.

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If you are modifying an In Progress content revision, click on View\Edit.

Adding a New Value or modifying an In Progress revision leads to this page.

Click on Review/Update.

A search page with existing 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.

You can modify the Attachment Title, Description, Output File Name, Attachment Category, or upload a new file.

After your changes are complete, click on click Save.

Click on Return.

On the bottom of the Content Revision page, there is a summary of all of the changes that you have made in the revision.

Click on Click Return to Manage Revision.

Click on Click Apply.

How do you view all of the current Attachments in the system?

Click on the Menu icon.

Click on Review Content , under Current SetupRevision under Revisions.

Click on View in the Attachments section.

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