You can upload files to a form or during a workflow transition. You can also link a file in the Documents folders to a form or during a workflow transition.
Click Upload Document.
The Choose File to Upload dialog box is displayed.
To upload a single file, click the required file.
Alternatively, to upload multiple files, press CTRL, and then click the required files.
Click Open.
The files are uploaded to the form, and are displayed in the Attachments section.
In the Title column, enter the titles for the files attached.
To link a file in the Documents folders, perform the following steps:
In the Attachments section, click Link Document.
Click Masterworks Document.
From the Folder drop-down list, select the required folder where the files exist.
The list of files in that folder are displayed.
From the list of files, select the required files.
Click OK.
The files are linked to the form, and are displayed in the attachment grid.
In the Title column, enter the titles for the linked files.
To link a file in an external storage system, perform the following steps:
In the Attachments section, click Link Document.
Click External Document.
In the URL/Link box, enter the URL to the file in external storage system.
In the Title box, enter the title for the linked file.
Click OK.
The file is linked to the form, and is displayed in the attachment grid.