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Adding custom document folders to job(s) via the Workflow Builder

Question

  • How can I trigger custom documents and templates to be added to jobs through a compliance task?
  • How can I add a custom document bucket through a Workflow?

 


Answer

Tip

If you would like to have a custom default document folder added to every job of a certain division type, check out our article on how to create a default document category or default document type.

Document folders (aka document "buckets") can be populated by a workflow/compliance task. This can be done by using the "Upload Other Document" Completion Action within the workflow's settings.

  1. Navigate to Administration > Workflow Builder
  2. Create a new workflow or edit an existing one
  3. When building the workflow, choose Upload Other Document for the Required Completion Action.
  4. Fill out the Document Name field (this will be the name of the document folder)
  5. Choose which custom template you want to be attached to the custom document for this workflow.
  6. Ensure that the workflow is completed and associated with the desired programs, division type, etc.
  7. Now, the next time a job task fires (which fits the criteria of the workflow), it will create an upload bucket/folder and attach the chosen file/template.
  8. NOTE: if your document does not contain signature fields or form fields, attaching the document will mark it complete and covert it to a PDF immediately after it's attached via the workflow.







 

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