What are Attachments?

Attachments are a type of Content that any Administrative 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 process.

They are often PDF documents or Pictures (PNG, JPEG) files that can be used as a supporting information. 

Where do we use this feature?

Why do we need to modify Attachments?

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 Attachment?

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 Revision under Manage Revisions.

Click Add a New Value.

Click on the box next to Type.

Select Content.

Next to As of 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.

Next to Description, put 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).

Next to Business Process ID, click on the box and select the organization's onboarding for which you want the Attachment to be used.

Click Reserve.

Click Configure.

Click Add under Attachments.

Add a Description, similar to before.

Select an Attachment Category that would fit the Attachment you want to upload.

Click Upload.

Choose an Attachment File, and then click Upload.

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

Click on Return to Manage Revision.

Click on Apply.

How do you modify an existing Attachment?

Click on the Menu Icon, then Add/Update Revision.

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:

Select Content for Type, a date for when you want the modification to become effective, a Description, and the Business Process ID.

Click on Reserve.

Click on Configure.

Click on View/Edit.

Adding a New Value or modifying an In Progress revision lead 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 Description, Attachment Category, or delete the file and upload a new file.

After your changes are complete, click on Save.

Click on Return.

On the bottom of the page, there is a summary of all of the changes that you have just done.

Click on Return to Manage Revision.

Click on Apply.

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

Click on the Menu Icon.

Click on Review Content, under Current Setup.

Click on View in the Attachments section.

Click on Search.

Underneath, the Search Results will appear and list all of the existing Attachments.