In this topic you learn how to Attach a Document to a Requisition.
Click in the Add Comments or Edit Comments Link.
NOTE: Once comments are added to the Requisition, the Add Comment Link changes to Edit Comments.
In this example, comments were previously added to the Requisition. Therefore, the comments link has already changed to Edit Comments.
Click in the Attach Button to attach a document.
NOTE: The View and Delete buttons are grayed out meaning they are inactive.
Enter the file name with the directory in the blank field;
OR
Click the Browse Button to look for the file in your directory.
NOTE: The following document types can be attached to the Requisition:
Excel, Word, PDF, Notepad
If you want to attach Internet Information, you must cut and paste the information to a word document before attaching.
Click in the Upload Button to attach the document.
Click the View button to view the attachment. This action opens a new window and displays the attachment.
NOTE: No changes can be made to the attached document within PeopleSoft. If changes to the attached document are required, you must make the changes prior to attaching it to the Requisition.
Click the Delete button to delete the attached document.
The attached document will not be removed if you do not save the requisition. The requisition must be saved to complete the delete process.
Click the Save button.
Click the Save button to save the attached document to the requisition.
Click X to close the attachment.
To view the attached document, click the Edit Comments Link.
Select the document you wish to attach.
Click the Binders option.
The Attach button is now inactive, and the View and Delete buttons are active. The name of the attached document is displayed to the left of the Attach button.
NOTE: Although PeopleSoft allows you to attach a document to a requisition, the document will not print when the Requisition is printed. You must print the attachment separately and attach it to a hard copy of the requisition.
Once the Document is saved, the link displays once again as Add Comments instead of Edit Comments.
New comments can be added by clicking the Add Comments link.
This completes Attaching a Document to a Requisition.
Click in the Add Comments or Edit Comments Link.
NOTE: Once comments are added to the Requisition, the Add Comment Link changes to Edit Comments.
In this example, comments were previously added to the Requisition. Therefore, the comments link has already changed to Edit Comments.