Workflow Details - Step 2: Configure Steps - Attach Documents Tab

Attach any documents necessary for the workflow, if any.

Navigating to Attach Documents for a Workflow
  • Expand Settings and click Workflow Management from the menu.

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  • Click the name of the workflow.

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  • Click the Configure Steps tab. 

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  • Click the step name if you are editing. Otherwise, use the Actions drop-down menu and click Add to add a step.

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  • Click the Attach Document tab. If you are unable to click the tab, then you must first configure the "Configure Step" tab. For more information, you can refer to the following article

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  • Upload New Document or Select Document from Previous Step - If "Select Document from Previous Step" is selected, 
  • Require Electronic Signature - If enabled, the document will require an electronic signature using Adobe EchoSign in this Workflow Step.
  • Allow employee to view document from Employee Portal - If enabled, the Electronically Signed Documents will be visible on the Employee Portal. Only applies if "Require Electronic Signature" is enabled.
  • Name - Name of the document to be added.
  • Display Order - The order that the document should be presented.
  • File to Upload

When finished, click Add Document. The document will be listed below in the document list. 

Editing Documents from Document List

  • Edit the document name/display order from the document list.

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  • From the Actions drop-down menu, click Save Documents.

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Removing/Replacing a Document

  • Use the checkbox on the far right of a document to be delete.

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  • From the Actions drop-down menu, click Delete Selected Record(s).

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  • Confirm the deletion of the record(s).

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