Attaching a Document

XTRAC Workbench lets you add document attachments to a work item from a local or network folder.

Note: You must have the QuickCapture security function to use the document-upload feature. Ask your XTRAC administrator to request the proper security credentials.

When you attach a document, you can add metadata to the document. You can use this extra information to make it easier to search for documents using keywords. For example, you can add information such as document title, account number, the document owner's last name, and so on.

Note: An XTRAC administrator sets up which types of files can be uploaded to the document repository. Controlling the types of files that can be uploaded avoids potential security threats and viruses. If the administrator does not define any specific file type, you can upload any type of file to the document repository. If an administrator defines only one file type, only that file type can be uploaded. Work with your XTRAC administrator to define which types of files can be uploaded to the document repository.

Note: The default sort order in the Attachments page is automatically sorted by the date the attachment was added.

IMPORTANT:

• You can attach a document to a work item and to its other open family members at the same time. This allows others working on the project to have easy access to the attachment.
• When you attach a document to other family members, the document is attached to all open work items in the same family. This means the Add Document dialog will open for each work item in the family.
• The document is attached to the other work items regardless of whether they are locked or if you have access to them. The attachment is NOT attached to resolved work items.
• When you choose not to attach the document to all other family items, the document is only attached to the current work item.
• When you are not presented with the option to attach the document to all other family items, the document is only attached to the current work item.

Document Standards

To scan and upload documents successfully, they must conform to the following standards:

• A document must not exceed 35 MB in size.
• Document file types must be supported in Documentum.
• File names must contain only alpha numeric characters or the @ _-()$!%+ {}&˜ characters.

Tasks

To learn how to attach documents to a work item, see the following:

• Attaching Documents with Document Upload
• Attaching Documents without Document Upload
• Attaching Documents from the Repository

See also

Attaching a Document to a Work Item without using Document Upload