You can attach form letters and other documents that are stored on your office server to workflow records. You can also create a new form letter and move a document to the server and attach them to workflow records. Any user can view the attachment from the Documents panel of the Workflow record. Note that if the document is deleted from the Document module in IQ, the associated workflow records are updated with an audit note which includes the user who deleted the document and the date and time the document was deleted.
To attach an existing form letter or server document to a workflow record:
On the Workflow Record page click the Documents tab and select the Attach Document action to go to the Attach Document dialog box. The Attach Document dialog box provides document quick search criteria.
Search for the form letter or document by selecting quick search criteria or click the Advanced Search link for advanced search options.
Select one or more form letters or documents from the Search Results page by selecting the check box next to them, and click the Attach button at the bottom of the page.
To add and attach a new form letter or IQ document to a workflow record:
On the Workflow Record page click the Documents tab and select the Attach New Form Letter or Attach New Document action.
To create and attach a new form letter, complete fields in the Add Form Letter dialog box and click the Save button. On the Documents panel, click the form letter name link and complete fields on the Form Letter page. Check out the letter, type the body of the text, and check it back in to the server.
To attach a new document, complete fields in the Add Document dialog box and click the Add button. Note: If record security is set for the workflow record and the template is configured to inherit workflow security, IQ will display the message "The workflow record security has been copied to the New Document. Please check and adjust the Document Record Security if necessary."
The Documents panel shows all server files attached to the workflow record. From the Documents panel you can:
view the document by clicking the file name link.
detach the document by selecting the check box next to it and then selecting the Detach action.
copy attached document(s) from the parent workflow to the child workflow(s).
Note that you can also attach files stored on your workstation with the Attach File action available on the General, Steps and Attachments panels.