Attaching files to workflow events

You can attach files to workflow events. For example, you may want to attach a screen capture or document.

1.Click the Attachments tab when you are adding or editing a workflow event for an item.

2. Attach the file.

  • Click Attach to upload a file from your computer. The Attach File dialog box opens. Select the file to attach and click Open.
  • Click Paste to paste a file from the clipboard.
  • Click Screen Capture to capture and attach a screenshot. See Capturing screens.

Note:   To rename a file attachment, right-click it and choose Rename (Windows) or Ctrl+click it (Mac). Attachments cannot be renamed after an item is saved.

3. Select an attachment and click Remove to remove it.

4. Select an attachment and click a button to view or download it. See Viewing and downloading file attachments.

5. .Click OK to save the changes.