Workflow Attachment Management

Who can do this?

Users with the following roles can add an attachment during their turn:

• Admin

• Phase Owner

• Phase Mediator

• Reviewer

• Approver

• Signatory

• Requestor

• External Party

Users with the following roles can view or download an attachment during their turn:

• Admin

• Phase Owner

• Phase Mediator

• Workflow Moderator

• Reviewer

• Approver

• Signatory

• Requestor

• External Party

Users with the following roles can delete an attachment during their turn:

• Admin

• Phase Owner

• Phase Mediator

• Reviewer

• Approver

• Signatory

• Requestor

• External Party

Where can you do this?

• Attachments are listed in the Attachments panel of the workflow accordion. By default, the panel is collapsed. Click the caret to expand it.

• When the contract is activated, the Attachments panel of the workflow becomes the Attachments tab on the contract summary page.

The Manage All Attachments Modal

Clicking Manage All will open the Manage All Attachments modal, which includes a table for attachments and additional actions that can be performed for attachments.

• Attachments are displayed in a standard table, with the Filter Table, Manage Columns, and Export widgets.

  • The following columns appear by default:
    Actions | Category | Filename | Confidential | Visible to External Party | Effective Date | Expiration Date | Subject | Notes*
    *This column will display a max of 20 characters. Hovering over the ellipsis (…) will reveal the full note.

  • The following columns are available via the Manage Columns widget:
    Created By | Created On | Modified By | Modified On

Actions

• By hovering over the attachment then clicking the ellipsis in the Attachments panel, users can edit, download, or delete the attachment.

• In the Actions column of the Manage All Attachments modal, users can view, edit, download, or delete the attachment.

  • Click View to open the attachment in the document viewer. In the document viewer, the Download, Upload, and View History actions will be available.

    • When a user uploads a new version, the filename, date and timestamp, and user’s display name will be recorded under View History.

    • Any previous versions will be available under View History.

  • Click Edit to open the edit attachment modal.

  • Click Download to download the attachment.

  • Click Delete to delete an attachment. A confirmation will appear briefly.

How to Add an Attachment

• Under the Attachments tab, click the (+).

• Select an attachment to upload.

• In the Add Attachment modal, complete the form.

• When finished, click Save.
  OR
  To close the modal without adding the attachment, click Cancel or ✖.