{"id":14107,"date":"2024-02-21T13:33:14","date_gmt":"2024-02-21T13:33:14","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d9%85%d9%84%d8%a7%d8%ad%d8%b8%d8%a9-%d9%85%d8%b1%d9%81%d9%82-%d8%b9%d9%84%d9%89-%d8%a3%d8%ad%d8%af-%d9%85%d8%b3%d8%aa%d9%86%d8%af%d8%a7%d8%aa-%d9%86%d9%88%d8%b9-%d8%af\/"},"modified":"2025-05-14T11:48:04","modified_gmt":"2025-05-14T11:48:04","slug":"adding-a-note-attachment-to-a-document-in-a-workflow-type","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-note-attachment-to-a-document-in-a-workflow-type\/","title":{"rendered":"Adding a Note\/ Attachment to a Document in a Workflow Type"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1709730277684{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Adding notes and attachments to workflow documents can be to inform system users of relevant information or to retain important files related to it. This may be related to certain actions that need to be carried out at a specific time.<\/span>[\/vc_column_text][vc_custom_heading text=&#8221;How to Add a Note\/ Attachment&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1709730302788{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1747223184676{margin-left: 200px !important;}&#8221;]<span style=\"font-weight: 400;\">Click on the type of workflow you want to add a note to one of its documents from <strong>&#8220;Workflows&#8221;<\/strong> in the main menu. Then click on the required document, and click on the <\/span><span style=\"font-weight: 400;\">button <\/span><b>&#8220;Add Note\/Attachment&#8221;<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-34417 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/iuhy.png\" alt=\"\" width=\"1536\" height=\"662\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/iuhy.png 1536w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/iuhy-300x129.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/iuhy-1024x441.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/iuhy-768x331.png 768w\" sizes=\"auto, (max-width: 1536px) 100vw, 1536px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\"> Enter the following information:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Date:<\/b><span style=\"font-weight: 400;\"> Select the date of adding the note or attachment.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Time:<\/b><span style=\"font-weight: 400;\"> Select the time of adding the note or attachment.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Action:<\/b><span style=\"font-weight: 400;\"> Choose from the dropdown menu the action related to the note or attachment.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Status:<\/b><span style=\"font-weight: 400;\"> Select the required status from the list<\/span><\/li>\n<\/ul>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;vista_blue&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<blockquote><p><span style=\"font-weight: 400;\">You must add actions and statuses so that they appear from the dropdown menu. To learn how to add statuses and actions to the workflow type, see the <a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/statuses-and-actions-of-the-workflow-type\/\">following article<\/a>.<\/span><\/p><\/blockquote>\n<p>[\/vc_message][vc_column_text css=&#8221;.vc_custom_1747223211909{margin-left: 200px !important;}&#8221;]<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Note:<\/b><span style=\"font-weight: 400;\"> Write the desired notes in the box.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><b>Attachments:<\/b><span style=\"font-weight: 400;\"> Add the required files as an attachment to the employee&#8217;s file by clicking the <\/span><b>&#8220;Upload&#8221;<\/b><span style=\"font-weight: 400;\"> button or by dragging and dropping the attachment.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Then press the <\/span><b>&#8220;Save&#8221;<\/b><span style=\"font-weight: 400;\"> button.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-14131 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_15h55_24.png\" alt=\"\" width=\"1270\" height=\"767\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_15h55_24.png 1270w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_15h55_24-300x181.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_15h55_24-1024x618.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/2024-03-06_15h55_24-768x464.png 768w\" sizes=\"auto, (max-width: 1270px) 100vw, 1270px\" \/><\/span><\/p>\n<p><span style=\"font-weight: 400;\">The note or attachment appears as follows when opening the file for a workflow document.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-34419 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/juis.png\" alt=\"\" width=\"1024\" height=\"600\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/juis.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/juis-300x176.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/02\/juis-768x450.png 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/>[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2089,2070,2090],"tags":[8228,3548],"class_list":["post-14107","user_manual","type-user_manual","status-publish","hentry","category-workflows","category-operations","category-manage-workflow-records","tag-workflow","tag---en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding a Note\/ Attachment to a Document in a Workflow Type - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-note-attachment-to-a-document-in-a-workflow-type\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding a Note\/ Attachment to a Document in a Workflow Type - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1709730277684{margin-left: 200px !important;}&#8221;]Adding notes and attachments to workflow documents can be to inform system users of relevant information or to retain important files related to it. 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