In this Topic Hide
Use the Request Attachments grid to maintain any attachments that pertain to the vendor's request. You can view, add, edit, or remove an attachment.
Follow these steps to open an attachment during the approval process.
To view an attachment:
In the Request Attachments grid, click the Document Name link assigned to the document to be downloaded. The Opening [file name] window displays with the Open with radio button selected.
Click to select the application that will be used to open the document immediately; or click the Save File radio button to save the file to the Download folder on your computer or network.
If the document was saved, go to your Download folder to open the document to be viewed.
Use the Add Attachment page to add supporting documents to the request.
|
Your alio Vendor Portal administrator determines the number of files that can be attached (e.g., 100), the size of those files (e.g., 100MB), and the type of documents that can be attached. The default document types include the following file extensions: doc, docx, txt, xls, xlsx, pdf, ppt, pptx, zip, jpg, and png. |
In the alio Vendor Portal view, the Add and Modify Attachment functions are disabled when a request is submitted for approval. In the alio Vendor Portal Administrator view, approvers can add, view and, if applicable, remove attachments during the approval process.
To add an attachment:
In the Request
Attachments grid on the Demographic Request
Details page, click the Add button
to open the Add Attachment page.
In the Document name field, type a descriptive name of the document. You can enter a maximum of 100 alphanumeric characters.
In the Attachment
field, click the 
button to select the path and
file name of the file to be uploaded.
Click the Open button to attach the file.
In the Comments field, type a description or other comments about this document.
Click the 
button to attach the document to the request. The Demographic
Request Details page appears with the document displayed in
the Request Attachments grid.
Follow these steps to rename the document.
In the Request Attachments
grid, click the Edit button 
. The Edit
Attachment page displays.
In the Document Name field, type the new name for the document.
Click the
button.
Follow these steps to remove a document attached to the request.
In the Request Attachments
grid, click the Delete button 
that corresponds to the
attachment to be deleted. The message "Are you sure you want
to remove this attachment?" displays.
Click the 
button to confirm the removal of the attachment. The message "Attachment
deleted successfully" displays.
Click the button to
close this message. The Request Attachments
grid is refreshed.
