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Administrator Guide
Last Updated: 2026-03-13
Define Attachment Categories for Supplier Documents

Define Attachment Categories for Supplier Documents

Security:
Set Up: Spend Attachment Categories
 domain in the Common Financial Management functional area.
You can define attachment categories to specify on supplier objects. Attachment categories enable you to easily identify the purpose of an attachment. You can also define business process condition rules to route to suppliers for approval based on attachment categories.
You can also mark an attachment as external so that a supplier portal user can view those attachments.
  1. Access the
    Maintain Spend Attachment Categories
     task.
  2. Complete the task:
    Usage
    Select one of these options::
    • Supplier
      to make the category only available on supplier attachments
    • Procurement
      to make the category only available on procurement attachments
    • Both
      to make the category available on supplier and procurement attachments
    Inactive
    When you select this check box, Workday marks the category as inactive on the document. You must update the value to an active attachment category before you submit the document
    In Use
    You can't delete an attachment category once it is in use.
  3. Click
    OK
    .
You can now select attachment categories on supplier documents and route them for approval based on the attached document types.
  • Configure custom validations to enforce requirements for document attachments.
  • Secure supplier attachments based on the attachment categories to allow users to access only certain types of attachments on supplier documents. See Steps: Secure Supplier Document Attachments