Upload to a case¶
From the Explorer you can upload a document directly to a BPM case.
Upload¶
- Open the BPM case context in the Explorer. See BPM case search.
- Choose Upload.
- Select the file.
- Choose the document type and any required metadata.
- Optionally set a due date.
- Confirm.
The destination (DMS, BPM, or both) is defined by the workspace configuration.
Permissions¶
Uploading from the Explorer requires bpm_ingesta:subir_caso. Uploading to a
An embedded read-only session blocks the upload action.