You can submit an object for approval along with an attachment. You can also submit processes with large numbers of auto-approve and notify-only requests. When you click Submit Approvals (with Attachments) in Approvals and My Approvals, a list of attachments appears. Select the attachment you will submit with the approval request and proceed. The attachment is available in the object's Notes and Attachments section.
You can choose attachments for child object records (out of the box or a custom object) when sending for approval. For example: consider a custom object as a parent object and an agreement as the child object. When you submit for approval, the attachments from the child object (in this example, the agreement) are also included for approval. This feature is based on the IncludeChildObjAttachmentsForSubmit__c custom setting in the ApprovalsCustomConfig custom setting.
To submit a request with an attachment, ensure that you have created custom email notification templates and named each of the templates in the object's approval process or custom configuration. You must have specified custom templates for Assignment, Cancellation, Escalation, NotifyOnly, and Reassignment. If one of these templates is not created and specified, the Submit with Attachments feature does not work.
While submitting an approval request with attachments, adhere to Salesforce's file size limits. For file size limits, see Considerations for Using Email to Salesforce.
If the combined file size of all the attachments exceeds 5 MB, the attachments are sent as deep links. The recipient can use the links to download the attachments.
You can attach files with your approval requests either as notes and attachments or as Salesforce files. By default, files are attached to approval requests using the Notes & Attachments feature. To enable the Salesforce Files feature, select Use Files Instead of Notes & Attachments from Approvals' Custom Config setting. When enabled, the approvals engine works with attachments from Salesforce files attached or uploaded from the desktop for the context object instead of the Notes & Attachments related list.
IMPORTANT
You must enable or disable the Use Files Instead of Notes & Attachments custom setting independently for each object used for approvals.
If a custom setting for a context object is not found, the system defaults to working with files from the Notes & Attachments related list for the content object.
For example, if you are using Contract Management with approvals, enable the Use Files Instead of Notes & Attachments custom setting for Apttus__APTS_Agreement__c, Apttus__Agreement_Clause__c or other agreement related objects. For CPQ, enable the custom setting for Apttus_Config2__ProductConfiguration__c or quote proposal objects.
