Attachments are documents and images that you can include in a business process template.

They are typically used to provide additional information or context pertaining to the business process. When a user views the business process, they can view and print the attachments.

You can include merge documents as attachments in a business process template. Merge documents are Microsoft Word, PDF, or CSV documents that contain merge fields, which, when printed, automatically populate with corresponding information from a contact, company, opportunity, or service request record.

Adding attachments to business process templates

Add an attachment to a step in a business process template when you want to provide a document or image to users who view the business process.

Before starting this task, ensure that you have deactivated the business process template. You cannot modify active templates.

To add an attachment to a business process template:

1. Navigate to the Customize workspace.
2. In the Business Processes tab, select the template in which you want to add an attachment.
3. In the Attachments subtab, in the Document Manager Items area, click the Select button .
   The Select Document dialog opens.
4. In the list in the Documents area, select the document that you want to attach. To search for a document, enter the name of the document in the Search field, then click Find. To display documents only from a specific directory in the Document Manager, in the Folder field, click the Select button , then select a folder and click OK. Click Find to filter the list.
   The details for the selected document appear in the Details area and a preview appears in the Attachments area.
5. Click OK to save your selection.
   The Select Document dialog closes.

You have added an attachment to the business process template. The next time that a user runs this business process, the attachment will be included. If the attachment is a merge document, it will automatically populate with information from the contact, company, service request, or opportunity record when the user prints it.

Editing attachments for business process templates

Edit an attachment in a business process template when you want to make changes to the details of the attached document.

Before starting this task, ensure that you have deactivated the business process template. You cannot modify active templates.

To edit an attachment in a business process template:

1. Navigate to the Customize workspace.
2. In the Business Processes tab, select the template in which you want to edit an attachment.
3. In the Attachments subtab, in the Document Manager Items area, click the Select button .
   The Select Document dialog opens.
4. In the Documents area, select the document that you want to edit.
5. In the Details area, click the Edit button .
   The Edit Document dialog opens.
6. In the corresponding tabs and fields, make your desired changes to the document.
7. Click OK to save your changes to the attachment.
   The Edit Document dialog closes.
8. Click OK to save your changes to the business process template.
   The Select Document dialog closes.

You have edited the attachment in the business process template. The next time that a user runs the business process, the modified version of the attachment will be included.

Deleting attachments from business process templates

Delete an attachment from a business process template when you no longer want to want to provide the attachment to users who view the business process.

Before starting this task, ensure that you have deactivated the business process template. You cannot modify active templates.

To delete an attachment from a business process template:

1. Navigate to the Customize workspace.
2. In the Business Processes tab, select the template in which you want to delete an attachment.
3. Click the Attachments subtab.
   The Document Manager Items and Attachments areas display.
4. In the Document Manager Items area, click the Action button for the attachment that you want to delete, then select Delete.
   A confirmation dialog opens, asking you to confirm that you want to delete the attachment.
5. Click Delete.
   The confirmation dialog closes and the attachment is removed from the list.

You have deleted the attachment from the business process template. The next time that a user runs this business process, the attachment will not be included.

Related links

Activating business process templates