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Add an Attachment

Adding attachments can be done in several ways. Users can create links or upload documents using the add attachment feature.

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over 7 months ago

As an administrator, or a user with the Add Attachment permission, you can add an attachment to a process or value stream.

There are several different ways attachments can be added. To find out more about each type, click on their link.

Add an Attachment

  1. Open the process or value stream you want to add the attachment to

  2. Open the Add Attachment pop up

    1. Right click on an activity node

    2. Click on the activity icon next to the activity title in the diagram content menu

    3. Click on the activity icon next to the activity title in the magnifying glass menu

  3. Change the tab to the type you want to add

  4. Fill in the fields

  5. Click on Add Attachment

  6. The document will appear below the activity in the diagram content

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

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.

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