Attachments allow you to request supporting documentation from individuals submitting transfer requests. Once defined, attachment types appear on transfer request forms.

Navigate to Attachment Types

Add or Edit Attachment Types

To add an attachment type, click on the green plus symbol in the top right of the screen. Edit an attachment type by clicking on the pencil next to the attachment type you wish to edit.

Populate or Update Attachment Type Fields

  • Name - The name of the attachment type
  • Required - if selected, the transfer form cannot be submitted without providing an attachment
  • Description - Provides additional details or guidance to the individual submitting the transfer request

Once you save the attachment type, it will be presented on both internal and external transfer requests.

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