In this topic you learn how to Attach a Document to a Requisition.
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.
Click 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 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;
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, and Notepad
If you want to attach Internet Information, you must cut and paste the information to a word document before attaching.
Select the document you wish to attach.
Click on the Binder Specifications.docx file.
Click the Open button.
Click the Upload button to attach the document.
NOTE: If you receive a “File Failed to Attach” message check the file name length, if the file name contains more than 60 characters the file will not attach. Rename the file to reduce the number or characters, and then repeat the attachment process.
NOTE: 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.
Click the Save button to save the attached document to the requisition.
To view the attached document, Click the Edit Comments link.
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.
You may receive this box, if so:
Click on to the Open button.
Click the (X) Close Tab button.
Click the Delete button to delete the attached document.
Click the OK button.
NOTE: The document name is no longer displayed to the left of the Attach button.
The attached document will not be removed if you do not save the requisition. The requisition must be saved to complete the delete process.
To attach another document, create a new comment by adding a new row.
Click the Edit Comments link.
The attachment has been removed.
Click on the OK button.
Click the Plus button to add a new row.
Follow steps 2 through 7 to attach a document.
This completes Attaching a Document to a Requisition.