Create attachments and documents

Attach a file to a selected process or operation

  1. For an operation or a process, select a process or operation in the Process tab, and then click the Information tab.

  2. In the tab toolbar, click .

  3. In the Attach File dialog box, click Browse, navigate to the preferred file, and click Open.

    The application automatically detects the type of file to attach. Applicable files include image files such as .jpg and .png files, and text files such as text (.txt), rich text (.rtf), and Microsoft Word and Visio.

  4. Accept the file Name, type an optional Description, and if an appropriate Relation is not selected automatically, select a relation.

  5. Click Done.

    6. By selecting the attachment the Information tab, you can download , delete , or preview the attachment.

Add a document to the Document tab

  1. As detailed in the Active Workspace 4.1 Help, create a document in your home MyStuff folder and then copy it.

  2. Return to the Document tab of your process screen, and in either planning or work instructions mode, select a process or operation click and click .

    3. The document is saved to the Document tab for the selected process or operation.