Adding attachments

Attach documents, links and videos to a process or a process step so everyone understands the workflow better.

Attachments link a process to documents, links (web addresses) and videos. They explain the workflows in the diagram and help everyone involved to understand the process.

Prerequisites

You are the Process Owner, Process Contributor or Designer of the process.

Context

Attachments are attached either to the entire process, in the Overview tab in the Attachments section, or to an individual process step in the List and Guide tabs.

Attachments are visible to everyone who can see the process. PDF documents and images open in a preview, other documents can be downloaded, links open in the browser and Bpanda plays videos directly. See Calling the process overview.

The following are possible:

• Documents up to 50 MB, several at a time as well
• Links to any web addresses
• Videos from YouTube and Vimeo, linked via their address

How to proceed

1. Open the process page or the draft and select the Overview tab to attach to the process, or List or Guide to attach to a process step.

2. In the Attachments section, click the plus symbol and select Documents, Link or Video.

   • For Documents, your operating system’s Open dialog appears. Select one or more files.
   • For Link and Video, enter the address in the dialog field.

3. Select Save to add the attachment.

   The attachment appears with the symbol for its type in the Attachments section.

4. To give an attachment a different name or a description, click ⋮ on the attachment.