Attaching Documents

You can add supporting documents in the Word, Text, or PDF formats to a business rule.

To attach documents to a business rule, follow these steps:

1. In the list of business rules, under the options column, click to edit a business rule.
   The business rule opens in edit mode.
   
   
2. Go to the Documents 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 document file needs an approval before being attached to the business rule, select the Approval Required Flag check box. This enables the Document Status drop down list. Select the appropriate status.
5. Drag and drop the document to the Document Object area or click to browse and add a document.
6. Click .
   The selected document and its description are attached to the business rule or sent for approval if you selected the Approval Required Flag check box.