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Documents page

User

Processes tile > select process > Contributor > Detail summary tab or Step tab > (Actions) Edit windows > Edit Entity Journals > select row > > Documents

Processes tile > select process > Consolidator > Overview tab or Step tab > (Actions) Edit windows > Edit Entity Journals > select row > > Documents

Processes tile > select process > Consolidator > Overview tab or Step tab > (Actions) Edit windows > Edit Consolidation journals > select row > > Documents

Navigation panel > Processes > select process > Contributor > Detail summary tab or Step tab > (Actions) Edit windows > Edit Entity Journals > select row > > Documents

Navigation panel > Processes > select process > Consolidator > Overview tab or Step tab > (Actions) Edit windows > Edit Entity Journals > select row > > Documents

Navigation panel > Processes > select process > Consolidator > Overview tab or Step tab > (Actions) Edit windows > Edit Consolidation journals > select row > > Documents

Purpose of the page

This page shows the attachments to the header of a journal and allows you to add or remove them.

You can store document of any type (PDF, Word, Excel, etc.) or size, but the administrator can also set restrictions on the permitted file extensions, see .

Actions on this page

Action Description
- Upload attachment: allows you to insert an attachment or replace the current document with another one, while keeping the description or notes field unchanged. - Download attachment: downloads the document locally. - Remove attachment: removes the attached document.