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Documentation
Workday User Guide
Last Updated: 2024-06-28
Manage Attachments and Versions

Manage Attachments and Versions

Create sourcing projects.
You can upload, download, and manage versions of supplier documents.
  1. Select
    Navigate
    Pipeline
    .
  2. Access your event.
  3. Select
    Attachments
     from the
    Project Information
     menu.
  4. As you complete this task, consider:
    Option Description
    Drag/Drop Documents or Browse Files
    You can add a new attachment and give it a
    Record Name
    .
    A
    Record Name
     is distinct from a
    File Name
     but can share the same name as the file. Strategic Sourcing associates
    Record Name
     with all versions of the document.
    Check Out
    Prevents other users from updating a new version of a document.
    Check In
    Enables other users to upload new versions of a document.
    Only the user who previously checked out the document or your Company Admin can check it in.
    Download
    Download a copy of any document version.

This content is not part of the Workday Administrator Guide.