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Adding Documents to an Event Process

Additional information or any particular remarks regarding the Event Process can be added to a document and attached to the Event Process for future reference purposes. This document can be later downloaded to view as well as edit its content. It can be used as a checklist file and a reference document to refer modification history. it will be helpful for a third person as well as the author to understand and keep track of the details of any event process after a period of time.

Multiple documents of different formats can be added to the event process.

To add a particular document, perform the following actions:

  1. Create the document to be saved with the required information and save it in a chosen location.

  2. Right-click the Event Process from the Server Explorer panel and click the Add/View Documents option.

    image-20260317-102137.png

    By default, a blank HTML file will be present in the dialog box.

    helphtml.png

  3. Click the Add Documents button, then browse to the saved document.

    To edit the blank document seen in the dialog box, click Download, edit the file and re-add the document. Overwrite it upon prompting.

Options in the dialog box, which are intuitive in nature are tabulated below.

Option

Description

Add Documents

To add the document or documents with the relevant information from the location where it is saved.

Delete

To remove the selected document from the Event Process.

Delete All

To remove all documents attached to the event process.

Download

To download the selected document to a specific location.

Download All

To download all documents attached to the event process to a specific location.