View Files Attached to Process Records

Purpose

This guide outlines how to view and open files attached to process records.

Note: Files will only be visible to a user if they have view privileges for a given stage within the process. Please contact your IT Administrator or CS support for more information.

Instructions

1. Select the desired process from the Assignments page.

Figure 1. Select Process

2. From the Process panel, click the menu icon and select Files.

Figure 2. Process Menu - Files 

3. A list of all files associated with the process will be displayed in the Files modal. 

Figure 3. Files View

4. Select a file from the list to view additional details about the attachment.
5. Image files with formats of .jpeg and .png will display a preview of the image like the one shown in Figure 4.

Figure 4. Files - View Image Details

6. Document file formats, such as docx, .pdf, .csv, will give the option to open the attachment in another tab like the one shown in Figure 5.
7. Download files from the modal by clicking the icon in the upper right corner of the details view after selecting an attachment.

Figure 5. Files - View Document Details