How to view Attachments and send Attachments with Startwork to recipients

If an employee has submitted an Attachment with their Startwork, the document will appear in the Attachments column of the Approval Pipeline.

How to view Attachments:

• From the Approval Pipeline, click on the name of the attachment.
• The document will open in your browser's viewer. 

How to download Attachments:

Currently in TiM, Attachments are only downloadable with a whole Startwork packet.

• From the Approval Pipeline, select the checkbox(es) next to the employee(s) whose Startwork and Attachments you'd like to download.
• Click the gray "Download" button.
• A pop up will appear. Choose the type(s) of Attachments you need to download. 
• Click "Batch It!"
• In Recent Batch History, a download link will be generated.

NOTE: Direct Download links are accessible to anyone with "Approve Startwork as Startwork Gatekeeper" or "Approve Startwork as Production Accountant" Permissions. 

• When the batch is ready, click the link to download a .zip file. When the .zip file is opened, each Startwork packet will be named as the employee's name, type of packet, name of Project, and date sent/downloaded.

For example "Smith_John_Non-Union Packet_NameofProject_YYYY_MM_DD_Packet"

How to send Attachments to recipients:

Currently in TiM, Attachments can only be sent with a whole Startwork packet.

• From the Approval Pipeline, select the checkmark boxes on the left to indicate which employees' documents to send.
• Click one of the "Send to..." buttons to initiate a Batch Send. A pop up will appear.
• Within the pop up, select the type(s) of Attachments you would like to include in this batch. 
• When you are ready to send, click "Batch It!".
• The attachments for each employee will be included in the batch with their full Startwork packet. 

NOTE: Download links expire after 5 days (120 hours) from when the Batch was sent.

• The recipient(s) will receive an email that includes a link to download the packet Batch as a .zip file.

Pro Tip: Once a Batch Send is initiated, you can track it in Recent Batch History at the bottom of the Approval Pipeline screen. Once the batch is downloaded, a little check mark will appear next to the recipient's email address.