How can I view, edit, and download the attachment from a RTIM.

[rdonlon]

Good Evening Team,

I have a situation where a Requestor downloads and signs a PDF. The Attachment is uploaded to the RTIM.

I have a workflow that executes Approvals for 4 different signatures. I would like to have the ability for each catalog task that is created to have a link or the ability to download the Attachment. At each catalog task, each one of the approvers will need to either view or download the Attachment that was signed by the previous catalog task. The next Approver will sign and save the Attachment or upload/replace the Attachment from the previous Approver.

I know there is the ability to integrate with a Product that will allow the signing of documents at a cost. This will be a temporary solution.

Can anyone assist with the possibility of creating this solution some how?

Thanks,

Rod

[Shivalika]

Hello @rdonlon 

Have you tried using Copy Attachments OOB Action in your flow ?  You can keep on copying the attachment from RITM to catalog tasks - if any further catalog task are generated. 

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

Regards,

Shivalika 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

[rdonlon]

Hi Shivalika,

Thanks so much for responding! Once I create the new task for the first approver I'm guessing I can use your suggestion of copying the Attachment from the RTIM. Excellent... However, once that approver opens the Attachment, downloads the attachment (PDF) opens in Acrobat and signs it. I would need that copy to be copied back to the RITM so when I create the next approver they copy the Attachment that the previous Approver signed. Is there a way to upload the Approver signed Attachment back to the RITM?

I really appreciate everyone's help.

-Best Regards

Rod

[Shivalika · Accepted solution]

Hello @rdonlon  

Isn't the user uploading the new attachment after signing it ? I mean how can systen copy something it doesn't already has. So, if the user is signing it and uploading it then definitely you can use further conditions and continue to copy this down. 

Kindly mark my answer as helpful and accept solution if it helped you in anyway. This will help me be recognized for the efforts and also move this questions from unsolved to solved bucket. 

Regards,

Shivalika 

My LinkedIn - https://www.linkedin.com/in/shivalika-gupta-540346194

My youtube - https://youtube.com/playlist?list=PLsHuNzTdkE5Cn4PyS7HdV0Vg8JsfdgQlA&si=0WynLcOwNeEISQCY

[rdonlon]

Yes originally the user signs in and uploads the document. The RITM gets created with the attachment. Now I using a workflow to create catalog tasks for let’s say the first approver. 

I want that approver to be able to see that attachment on their catalog task open it download it and sign. 

Then they need to upload it again with their signature so the next approver can see it in their catalog task and so on.