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.

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

Description

Specify a description of the document.

Notes

Specify any notes to provide processing details.

Title

Specify a title for the process document.

File

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.

URL

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