Upload an Attachment for an Item

You can download files for an onboarding or offboarding item if the item is configured for downloads. The correct permission is required to managed attachments for items.
Note: The number that appears next to the attachment icon is the number of attachments uploaded for the item.
Note: Recommended file types include .pdf, .txt, .doc, .docx, .jpg, .xls, .xlsx, or .html of 15MB or less.
Note: You can download uploaded items as an archive (.zip format). To download times, navigate to the engagement On/Off Boarding tab, and click Bulk Download Attachments. A pop-up allows you to select the files to include in the file.

After making your selections, click . The system logs user activity for download activity. You can request this log information through the helpdesk.

  1. Navigate to the Home page in the MSP view.
  2. Click More > On/Off Boarding.
  3. Use the filters to locate the worker with the items to manage.
  4. In the Worker column, click the blue name text. All onboarding and offboarding items in all statuses open for the engagement.
  5. For the item to upload to, click .
    Note: This icon must appear in order to upload attachments. If no icon appears, the 'Attachments' permission is not assigned to the item.
    Note: You can also click in the Attachments tab to upload an item.
  6. Click .
  7. Drag the file to the Drag file here area of the pop up, or click .
    The file is added to the item's attachment window.

  8. Click .
    Uploaded files can be downloaded by clicking Download in the file row. You can also remove a file by clicking the X in the file row.
    The number of attachments displays next to the icon for the on/offboarding item. To view the attachments, click the icon.

    The document table displays all uploaded attachments. You can download the document, or view the uploaded document (.pdf format only).

    Use the controls at the top of the viewer to rotate, enlarge, print, and so on.