Process Form Attachments As Controlled documents

After a form is completed, you can publish the form and any attachments as controlled documents.

Process a form as a controlled document when you want the form to be an official document in the Documents register. You have the option to include attachments as individual PDFs or as a single PDF.

1. Select the form

2. Click Actions, and then select Process Attachments as controlled documents.

   

3. Click Attach as PDF file.

   

4. Indicate whether to process each form as an individual document or to process each form attachment as a single document.

   

5. Select the attachments you want to process.

6. Click Process to open the bulk upload window.

7. Enter the document details.

8. Click Validate.

9. Click Save. The documents are published to the Documents register.