How can I attach a document with a task?

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Process for attaching a document with a task on Iris is as under:

  • Click on “Attachment” Tab.

  • Click on “+” Icon.

  • A Dialog will open. Click on Magnifying Glass Icon against “Document” Field.
  • Search” Dialog will open. Again, Click on Magnifying Glass Icon. A list of Documents will open.
  • Find relevant Document from the list.
  • Click on “Select” Hyperlink against the Document.

  • Click on “Choose File”. Attach the file.
  • Click “OK” Button.

 

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