> #### 4.4.5 Attaching a document to a process instance

> A document is any file. Unlike forms, documents are typically unstructured and do not have links with other data repositories. Once a document is attached to a process instance, it is available to all process participants and owners.

> You may associate a document with a process instance at any time. They may only be associated with running process instances, and not with process definitions. Though attachments can be accessed from an activity, they are not associated solely with that specific activity.

> To view an attachment in the Process Designer, you must have the appropriate editing tools and operating environment to open it. You must also associate the document type with the appropriate editing tool. For instructions associating a document type with its editing tool, see Associating Document Types with Editing Tools.

> ###### To attach a document to a process instance:

> 1. Display the process instance in the Process Designer by first displaying the tabular view of the process instance, then clicking the Graphical Edit button.

> 2. Click the Properties button on the button bar, and then click the Attachments tab.

> 3. If the document has not yet been saved to the Document Management System (DMS), save it by clicking Create New, selecting the document, then clicking Open. Expand the DMS tree (by clicking the folder name) to the location where you wish to save the document. You may also give the file a new name.

> 4. Alternatively, you can type the complete path and filename in the File field. If you do this, skip ahead to step 6.

> 5. If the document is already in the Document Management System, click Browse and expand the tree to the location of the document. Alternatively, type the filename and the complete path in the Path field.

> 6. If you wish to give the attachment a more meaningful name than the filename, type that name in the Title field. The process participant to open the attachment from the Detail View will use this name.

> 7. Click OK to accept the new attachment. This also closes the Browse dialog.

> 8. If you want to view the attached document in the Process Designer, you must specify the application that you want to use to open the attachment if you have not already associated its document type with a viewing application.

> 9. Click OK to close the Process Instance Properties dialog.

> Note: To detach a document from a process instance, click Remove. This removes the attachment, not the document itself.

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