Upload and Attach Document

Explanation

This activity is used to upload documents to IFS Document Management and attach to a business object. Activity can be performed from the Attachment panel of the business object page. Click on the Create New button and upload the document required.

Other information of the document can be added by clicking on the document revision button on the attached document.

This activity uses IFS Aurena Agent. For details on the file operations that support Aurena Agent, refer to the Uses of Aurena Agent in Document Management.

Prerequisites

• To perform this activity, documents files must be created and saved in your computer.
• A Business object must exists.
• DocReferenceObject^ service should be added to respective Logical unit of the business object in Solution Manager\User Interface\Object Connections.

System Effects

As a result of this activity,

• Files are imported into IFS Document Management and documents are created.
• Documents are connected to the business object and are visible in the Attachments panel - Documents tab.