...
| Used With | Notes | Example | Can look like this |
|---|---|---|---|
| Smart Forms | These are Policies policies or Forms forms that appear in the new hireNew Hire's process flow. Usually they host text and or data entry fields. Attachments can be liked 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 reading the handbook and of course abiding by it. Now the actual Employee Handbook is going to be 60-100 pages, so it can be attached (PDF) to this policy. | |
These are used when we wish 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-1. 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. |
...
Click on the Menu Icon, and then click Add/Update Revision under Manage Revisions.
| Menu Dropdown |
|---|
Select Click Add a New Value.
| Create Revision (Add/Update Revision) Page |
|---|
...
Next to Business Process ID, click on the box and select the organization's onboarding for which you want the Attachment to be used.
| Manage Revision Page |
|---|
Select Click Reserve.
| Manage Revision Page |
|---|
Select Click Configure.
| Manage Revision Page |
|---|
Select Click Add under Attachments.
| Manage Content Revision Page |
|---|
...
Select an Attachment Category that would fit the Attachment you want to upload.
| Attachment Page |
|---|
Select Click Upload.
| Attachment Page |
|---|
Choose an Attachment File, and then click Upload.
...