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Create a New or Replace an Existing Attachment in a Process

Updating an uploaded attachment allows you to choose between creating a new attachment or replacing the current uploaded document.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a year ago

Attachments can be replaced or updated from within a process or value stream.

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

Quick Steps

  • Edit an uploaded attachment

  • Change the current selected document

  • Click on the green update attachment button

    • Click New - create a whole new attachment with the current name

      • Previous attachment can still be found in the attachment summary screen but will not be linked to the process

    • Click Replace - replace the current attachment

      • Does not save the previous attachment

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