As an administrator or a user with the Add Attachment permission, you can upload a document to a process or value stream in the form of an attachment.

Uploading a document will only upload the document itself. This means that if anything within the document is updated, a new version will need to be uploaded.

When you upload a new document within a process, it will appear in the same group the process is in.

Attachments have owners and authors when created to ensure they can be edited and deleted by the correct users.

In order to change the position of an attachment within an activity, you can drag and drop the item to a new position.

To delete an attachment, click on the cog beside the attachment title and select Delete Attachment.

Only the author, owner of the attachment or an administrator can change an attachment's details. Users who are stakeholders on the process or value stream, but not the attachment owner, can only move the attachment to a different activity. To edit an attachment, click on the cog beside the attachment title and select Update Attachment.

The attachment file type will appear above the upload document box once a file has been selected to be uploaded. This will allow users to set the preview of the file without having to save and then edit to set the preview.

To add a preview to an image or a video, edit the attachment and change the tab to the display tab. Toggle the preview on and save the changes. The preview of the attachment should display in the diagram content menu.

The following document types are supported for upload:

Files that are 0kb in size (empty) will not upload to ProcessPro.

Read more about how to upload a video