Attach

Combines documents in a batch according to attachment markers set by Mark Attachments.

Remarks

The Attach activity finalizes document attachment logic by physically moving and nesting documents within a batch or folder, based on attachment direction markers previously set by the Mark Attachments activity.

Overview

• Operates at the parent folder level, processing each child Batch Folder (document) in sequence.
• Reads the Attach.AttachmentDirection metadata value on each child folder to determine attachment behavior.
• If the marker is 1, the document is moved as a child of the previous sibling.
• If the marker is -1, the document is moved as a child of the next sibling.
• If no marker is set, the document remains in place.
• Supports both moving entire documents and moving only their children, depending on the marker configuration.

Usage Guidance

• Run Attach immediately after Mark Attachments to consolidate attachments under their host documents.
• Ensure the activity is executed at the correct folder level—one level above the marked documents.
• Use in workflows where document relationships (such as supporting documents, addenda, or attachments) are determined by classification, LLM-based rules, or custom logic.
• The activity updates the batch hierarchy, enabling downstream extraction, review, and export to treat attached documents as part of their host.

Example

The following example demonstrates how Attach nests supporting documents under their host documents using attachment markers.

Before Attach (after Mark Attachments):

 Batch
  ├─📑 Main Document
  ├─📑 Addendum (Attach.AttachmentDirection = 1)
  ├─📑 Supporting Doc (Attach.AttachmentDirection = 1)
  └─📑 Other Document
 

After Attach:

 Batch
  ├─📑 Main Document
  │ ├─📑 Addendum
  │ └─📑 Supporting Doc
  └─📑 Other Document
 

In this example, both "Addendum" and "Supporting Doc" are nested under "Main Document" as children, based on their attachment markers.

For more information, see the documentation for Mark Attachments, Batch Folder, and Batch Process.

Properties

Used By

Batch Process StepProcessing JobBatch Object - Run ActivityExecute Activity