To Enable File Attachments 


Follow the steps below to allow users to attach files while submitting a document

  1. Go to the Document for Flow Template object in your system and click the New button.

  2. Fill in the following details:

    • Name: Enter a suitable name for the template.

    • Description: Provide a brief description of the template's purpose.

    • Document Type: Specify the type of document that will support file attachments.

    • For Document Flow Template: Select the relevant document this template applies to.

  3. Click Save to complete the setup.

Once this configuration is done, users will see the option to upload attachments when submitting a document. They can upload the necessary files and then proceed with submitting the request for approval.