Adding process documentation to processes, sub processes, and tasks

You can add notes, an attachment, or a URL as process documentation to any process, sub process, or task.

  1. Select Close Setup > Manage Process.
  2. Right-click a process, sub process, or task and click Attachment.
  3. Use the following guidelines to specify field values:

    Specify a description of the document.


    Specify any notes to provide processing details.


    Specify a title for the process document.


    Click the Browse button to select the process document file.

    File Type

    This field is automatically populated when you select a process document file to upload.


    If the process document is online, specify the URL to access the document.

  4. Click OK.