Demands Attachments

See the following article on how to use attachments in a demand

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Topics

Overview

The demand attachments are resources to be used in demands in different ways, always according to your needs.

You can use attachments to include reference files, informative documents in the demand or even include files and documents that may enter your approval process at any time.

Attachments view

To view the demand Attachments:

  • Access the demand.
  • Click on the Vertical menu button menu_dots_icon located next to the demand name.
  • Select the Attachments option.

Demand_Attachments

You can change the view mode of the attachments. To do this:

  • Click on the selector button and choose between options all 1 or recent 2.
  • Click on the grid grid_icon or list list_icon buttons to change the attachments view mode between thumbnail or list .

To access the preview of an attachment:

  • Click on the thumbnail of an attachment to access its preview.
    • At the bottom of the preview, on your right, there are buttons to download the file or add it to a new approval.
demand_attachment02

Click on the radio button 3 located next to the attachment thumbnails to access the menu for the following actions:

  • Add 4 the selected attachments to a new approval.
  • Delete 5 the selected attachments.
  • Save 6 the selected attachments to a collection.
  • Download 7 the selected files.

To add new attachments to the demand:

  • Click on the add button 8.
  • Select the files on your computer.
  • Click on open button.

demand_attachment01

See also