Attaching Rich Media

You can add supporting artifacts, such as text files, audio files, video files, and so on to a business policy.

To attach rich media to a business policy, follow these steps:

  1. In the list of business policies, under the options column, click to edit a business policy.
    The business policy opens in edit mode.

  2. Go to the Rich Media Library tab.

  3. Click .
    The New Document Form page appears.

  4. Enter a Document Name and values to the other fields on the page.
    • If the rich media file needs an approval before being attached to the business policy, select the Approval Required Flag check box. This enables the Document Status drop down list. Select the appropriate status.
  5. Drag and drop the rich media file to the Document Object area or click to browse and add a rich media file.
  6. Click .
    The selected rich media file and its description are attached to the business policy or sent for approval if you selected the Approval Required Flag check box.