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Attachment Transfer

The Attachment Transfer feature allows changing the association of a file from one task or document to another. It enables flexible management of documentation across different processes and cases.

Information about the Transferred Attachment​

An attachment can be assigned to another task or document:

  • File name
  • File type
  • Source task
  • Target task/document
  • User performing the transfer
  • Transfer date

Attachment Transfer Process​

  1. The user opens the details of the task or document containing the attachment.
  2. Selects the attachment to transfer.
  3. Specifies the new task or document as the target.
  4. Confirms the transfer operation.

Effects of Attachment Transfer​

  • The attachment is assigned to the selected task or document.