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.
- Navigate to Administration > Workflow Builder
- Create a new workflow or edit an existing one
- When building the workflow, choose Upload Other Document for the Required Completion Action.
- Fill out the Document Name field (this will be the name of the document folder)
- Choose which custom template you want to be attached to the custom document for this workflow.
- Ensure that the workflow is completed and associated with the desired programs, division type, etc.
- 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.
- 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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