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Maintaining an Attachment

As an approver, you can add, view, and remove attachments during the approval process.

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Viewing an Attachment

Follow these steps to open an attachment during the approval process.

To view an attachment:

  1. In the Request Attachments grid, click the Document Name assigned to the document to be downloaded. The Opening [file name] window displays with the Open with radio button selected.

  2. Click to select the application that will be used to immediately open the document; or click the Save File radio button to save the file to your Download folder on your computer or network.

  3. If the document was saved, go to your Download folder to open the document to be viewed.

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Adding an Attachment

Use the Add Attachment page to add supporting documents to your request.

Your LINQ EP administrator determines the number of files that can be attached (e.g., 100), the size of those files (e.g., 100MB), and the type of documents that can be attached. The default document types include the following file extensions: doc, docx, txt, xls, xlsx, pdf, ppt, pptx, zip, jpg, and png.

The Add and Modify Attachment functions are disabled when a request is submitted for approval. Approvers can add, view and, if applicable, remove attachments during the approval process.

To add an attachment:

  1. In the Request Attachments grid on the [Request Type] Request Details page, click the button to open the Add Attachment page.

  2. In the Document name field, type a descriptive name of the document. You can enter a maximum of 100 alphanumeric characters.

  3. In the Attachment field, click the button to select the path and file name of the file to be uploaded to the time entry request.

Click the Open button to attach the file.

  1. In the Comments field, type a description or other comments about this document. You can enter a maximum of 2,000 alphanumeric characters.

  2. Click the button to attach the document to the time entry request. The [Request Type] Request Details page appears with the document displayed in the Request Attachments grid.

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Editing an Attachment

Follow these steps to rename the document.

  1. In the Request Attachments grid, click the Edit button. The Edit Attachment page displays.

  2. In the Document Name field, type the new name for the document.

  3. Click the button.

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Removing an Attachment

Follow these steps to remove a document attached to the request.

  1. In the Request Attachments grid, click the Delete button that corresponds to the attachment to be deleted. The message "Are you sure you want to remove this attachment?" displays.

  2. Click the button to confirm the removal of the attachment. The message "Attachment deleted successfully" displays.

  3. Click  the button to close this message. The Request Attachments grid is refreshed.

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