Upload an Attachment for an Item

You can download files for an onboarding or offboarding item if the item is configured for downloads. The correct permission is required to managed attachments for items.
Note:
The number that appears next to the attachment icon is the number of attachments uploaded for the item.
Note:
Recommended file types include .pdf, .txt, .doc, .docx, .jpg, .xls, .xlsx, or .html of 15MB or less.
  1. In the left navigation, click .
  2. Click More > On/Off Boarding.
  3. Use the filters to locate the worker with the items to manage.
  4. In the Worker column, click the blue name text. All onboarding and offboarding items in all statuses open for the engagement.
  5. For the item to upload to, click .
    Note:
    This icon must appear in order to upload attachments. If no icon appears, the 'Attachments' permission is not assigned to the item.
    Note:
    You can also click in the Attachments tab to upload an item.
  6. Click Upload Attachment.
  7. Drag the file to the Drag file here area of the pop up, or click Choose File.
    The file is added to the item's attachment window.

  8. To download the file, in the Attachments tab table, click Download.
  9. Click Done.
    Uploaded files can be downloaded by clicking Download in the file row. You can also remove a file by clicking the X in the file row.