A new Attachment icon is now available on the top right of your screen. Select this icon to open the attachment view.
There are three (3) sections within this view:
1. Mandatory Attachments
2. Additional Files
3. All Previous Attachments
1. Mandatory Attachments
- The list of all required attachments is displayed here.
- Select ‘Upload’ beside each description to upload the required files.
- Multiple files can be uploaded under each description.
- Select the Delete icon to delete any uploaded files.
- This section will not apply for any ‘User Specific’ processes.
- If no mandatory attachments are assigned to you, this section will not be displayed.
2. Additional Files
- Any additional files required for the envelope can be uploaded under this section.
- Select ‘Upload’ and choose the files required from your file explorer.
3. Previous attachments
- Any additional files or mandatory attachments added by previous users will all be listed in this section.
- These attachments can be downloaded and viewed by selecting the download icon beside the file name.
- Hovering over the Profile icon beside each file name will display the name of the user who uploaded that specific file.
- If there are no attachments added by any previous step users, this section will not be displayed.
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