How do I upload a document to a request?
There are 2 ways to attach documents to a process:
- Click on the "Attachments" icon in the sidebar (on the right) of the screen in an open process.
- Click on the attachments icon on the dashboard via the 'Do' and 'Monitor' tab
Option 1: Click on "Attachments" on the side bar
- Whilst on an open process, click on the Sidebar on the right of the screen to open up the available options to that process. Click on the "Attachments" icon (As shown above)