Adding documents to Document Library

The Document Library is a common location to store multiple documents in the application. A document manager is a case business analyst who can add documents to the Document Library, provide the write and read access of the document to a particular owner group, and restrict the share access of documents.

There is no file size limit for the attachments that you can store in the Document Library. If you want to set a file size limit in your setup, contact Support. Case agents can attach documents from the Document Library to cases or tasks.

To add a document to the Document Library

You can attach only one file per document.

  1. Log in to BMC Helix Business Workflows.

  2. Click My Application Settings .

  3. Select Document Management > Library.

  4. On the Document Library page, from the Line of Business list, select the line of business for which you want to add documents.

    If you have access to a single line of business, the line of business is selected by default.

  5. Click + Document.
  6. To attach a file, on the Create Document page, click Attach and add the document.

    Important

    BMC Helix Business Workflows supports all file types as attachments, except .exe files.

  7. Specify Title and Description for the document.

  8. Select the CompanySupport Organization, and Owner Group

    The members of the selected owner group get write access to the document.

  9. To make the document easily searchable, add keywords.

  10. To share the document outside BMC Helix Business Workflows, click Share Externally.

  11. In the Additional Details section, specify the following details:

    • Category
    • Region
    • Site Group
    • Site
  12. Click Save.


To update and grant access to a document in the Document Library

You can edit or delete a document only if it is in the Draft status. After adding a document to the Document Library, you can provide read access of the document to multiple support groups.

  1. Log in to BMC Helix Business Workflows.
  2. Click My Application Settings .

  3. Select Document Management > Library.

  4. On the Document Library page, from the Line of Business list, select the line of business for which you want to update the document.

    If you have access to a single line of business, the line of business is selected by default.

  5. Open a document, and click Edit.

  6. On the Edit Document page, select the Status for the document.

  7. Update the Additional Details section on the page, as required.

  8. Click Save.

Related topics

Document Library

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