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 or Ctrl+click (Mac) on the file and choose Rename. Attachments cannot be renamed after an item is saved.

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

4. To copy the file name and date to the clipboard, right-click or Ctrl+click (Mac) on the file and choose Copy Name and Date.

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

6. .Click OK to save the changes.