Attaching Files to Actions

Some Actions allow files to be attached to them. This article discusses file attachments in AUTTO in more detail. 

Table of Contents

• Understanding File Attachments
• Attaching a File to an Action
• How File Attachments Appear in a Workflow

Understanding File Attachments

There are seven (7) types of files that can be attached to Actions. These are:

• Static files - these are files that have not been added to the workflow.
• Form files
• Automated documents
• Electronic signature documents
• PDF form documents
• Table export documents
• Lookup files

Except for static files, all the above files would have been added to earlier Actions in the workflow (they are already known to AUTTO). Static files are those documents outside AUTTO that you can attach to an Action.

NOTE: Allowable file types include .PNG, .JPG, .JPEG, .PDF, .DOC, .DOCX, and .XLSX. Maximum file size for upload is 25 MB.

Only some Actions allow file attachments. These Actions are the following:

• Email
• Task Email
• Assign User
• Page
• E-Sign
• Google Drive
• Dropbox
• OneDrive
• Slack

NOTE: Aside from the above actions, you can also attach files to a Form action using either a File Question or a Content Block. For more information, see File Questions and Content Blocks.

Attaching a File to an Action

Actions may have any number of files attached to them.

 To attach a file to an Action:

1. Add an Action that allows file attachments to your workflow.
2. Click the Attachments button.
3. On the Attachments window, click the OK button for the file type that will be attached to the Action. For example, in the screenshot below, there are OK buttons under Static files, Automated documents, and Electronic Signature documents, meaning that files of these types have been added to Square Brackets in earlier Actions and can be attached to the Action.
   
   
   
   
4. Click the Attach Files button, select the file from your PC, then upload it to AUTTO.
5. To add more files, repeat Steps 3-4. Otherwise, proceed to Step 6.
6. Click the X button on the Attachments window. The file then appears under the Attachments section. You may then proceed and set up the rest of the Action.

How File Attachments Appear in a Workflow

The appearance of file attachments in a workflow depends on the Action to which they have been attached.

If you use an Email, Task Email, or Assign User action, the attachments will not be viewable when Administrators and Managers run the workflow, although recipients will be able to view them.

If you use a Page action, Administrators and Managers can see that the page has a file attachment; they can also download the files.

With an E-sign action, the attachments will not be viewable when Administrators and Managers run the workflow, which will be paused while Eversign sends an email requesting signatories to sign off on the document. The workflow concludes once everyone has signed the document, unless there is an action that requires further interaction, in which case the user gets a Resume Workflow email.

If you use a Google Drive, Dropbox, OneDrive, or Slack action, the attachments will not be viewable when Administrators and Managers run the workflow, but they will be saved to the designated Google Drive, Dropbox, OneDrive, or Slack account.