Attach a document to a step

Procedure

If your organization supports execution features, you can upload a document from your hard drive and attach it to a step or attach a previously loaded document to a step.

1. To copy an attached document from one step to another, do the following.

In the step where the document resides, click Collected Attachments .

In the Collected Attachments panel, click the Palette tab.

Move your cursor over the document to be copied and click .

Click Copy .

2. In the step to which you want to attach a document, click Collected Attachments .

3. Do either of the following.

To upload a document on the New tab, click Choose File, navigate to and select the document, and click Open. The document is displayed in the Current Attachments list.

To add an existing document, click the Palette tab, select it from the Clipboard, Favorites, or Recent list, and click Attach.

4. Click the New tab.

The document is now visible in the Current Attachments list and is attached to the step. You can:

Download the document by selecting it in the Current Attachments list and clicking Download .

Delete the document by selecting it and clicking Delete .