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To add an attachment to a document

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[Workflow documents] To add an attachment to a document

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  • Files and related documents can be attached when drafting.
  • I can attach files and related documents to the document I drafted.
  • The approver with the Correction right may attach a file and related documents in his/her approval order.

 

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STEP 1 Drafting a document with an attachment

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  • Access Docswave > Workflow > Doc Draft
  • Go to the Create Document page for drafting.
  • You can attach a file to a document by selecting the third clip tab at the bottom of 'Process Settings'.
  • Click the Google Drive icon on the right side of the attachment to attach a file that you own on your My Drive.
  • Click the clip icon to the right of the attachment to attach a file on your Computer.
  • The attached file will be uploaded to the Google Drive in the master account.
  • Please note that the attached file has a capacity limit of 10mb per piece.
  • Click the + icon to the right of the related document to add a final approved document related to you.
  • Related documents can be added after inquiring only documents related to you (draft, approve, receipt, observe).

 

STEP 2 Attaching a file to a document that I draft

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  • Access Docswave > Workflow > Workflow documents > Draft Docs
  • Click the document name to go to the viewing screen.
  • You can attach a file to a document by selecting the third clip tab on the right
  • Click the Google Drive icon on the right side of the attachment to attach a file that you own on your My Drive.
  • Click the clip icon to the right of the attachment to attach a file on your Computer.
  • The attached file will be uploaded to the Google Drive in the master account.
  • Please note that the attached file has a capacity limit of 10mb per piece.
  • Click the + icon to the right of the related document to add a final approved document related to you.
  • Related documents can be added after inquiring only documents related to you (draft, approve, receipt, observe).

 

STEP 3 Attaching a file in my approval turn

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  • Access Docswave > Workflow > Docs Approval
  • Click the document name to go to the viewing screen.
  • Approvers with correction right can attach files to documents by selecting the third clip tab on the right.
  • Click the Google Drive icon on the right side of the attachment to attach a file that you own on your My Drive.
  • Click the clip icon to the right of the attachment to attach a file on your Computer.
  • The attached file will be uploaded to the Google Drive in the master account.
  • Please note that the attached file has a capacity limit of 10mb per piece.
  • Click the + icon to the right of the related document to add a final approved document related to you.
  • You can add past documents related to you(draft, approve, receipt, observe) by clicking the + icon to the right of the Related document.

 

 

 

 

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