Ability to Attach Multiple Files Simultaneously

You can now select and attach multiple files at the same time across supported areas in Task Manager, Supplemental Data Manager, Enterprise Journals, and Alerts. This capability is available in several user and administrator workflows, such as managing comments and alerts. You can select multiple files in a single attachment action, and supported workflows also allow bulk additions and drag-and-drop.

Applies to: Close Management and Consolidation, Freeform, Planning and Budgeting, Profitability and Cost Management, Tax Reporting

Business Benefit: This enhancement simplifies file-management workflows by reducing the number of individual attachment steps required, reinforcing a faster and more streamlined experience for managing attachments.

Key resources

• Close Management and Consolidation:
  • Administering Financial Consolidation and Close
    • Adding Attachments
  • Working with Financial Consolidation and Close
    • Working with Journals
    • Adding, Editing, and Deleting Comments for Tasks
    • Viewing and Adding Comments into Forms
    • Working with Alerts
• Tax Reporting:
  • Administering Tax Reporting
    • Adding Attachments
  • Working with Tax Reporting
    • Adding, Editing, and Deleting Comments for Tasks
    • Viewing and Adding Comments into Forms
    • Working with Alerts
• Planning and Budgeting:
  • Administering Planning
    • Adding Attachments
  • Working with Planning
    • Adding, Editing, and Deleting Comments for Tasks
    • Working with Alerts
• Profitability and Cost Management:
  • Administering and Working with Enterprise Profitability and Cost Management
    • Adding Attachments
    • Adding, Editing, and Deleting Comments for Tasks
    • Working with Alerts
• Freeform:
  • Administering Freeform
    • Adding Attachments
  • Working with Freeform
    • Adding, Editing, and Deleting Comments for Tasks
    • Working with Alerts