Getting to Know Attachments

Attachments link a process to a process page with documents, videos and web addresses.

The Process Owner, Process Collaborator and Process Designer can add attachments to a process on the process page in the Overview tab. This is done to explain the flows shown in the diagram and allow everyone involved in the process to understand it.

You can also add attachments to each process step using the List and Guide tabs.

You can attach documents, links and videos as  attachments.

Attachments are visible and can be used by everyone. PDF documents can be shown in a preview dialog and  downloaded. You can download documents in other formats. You can access links (web addresses) in the browser. You can play videos directly in Bpanda and increase the display to full screen mode.

Select  New Attachment as a Process Owner to add an attachment. The icons for the various attachment options then appear.

 Documents are selected in the Open standard dialog and can be up to 50 MB. You can use to change the file name and add a description to the document.

 Links (web addresses) are attached by entering the URL in the dialog. You can then add a description by clicking on .

 Videos can be linked via YouTube and Vimeo. Videos are attached by entering the URL in the dialog. You can then add a description by clicking on .

Click on Add to add the selected attachment.