Adding a Note/ Attachment to a Document in the Workflow

How to add a Note/ Attachment to a Document in the Workflow

1. From the main menu, click on “Workflows”.
   • Note: If you want to add a second workflow, you’ll find the workflows in the main menu named after the type of the first workflow. For example, if the type of the first workflow is “Car Contracts”, workflows will appear in the main menu under the name “Car Contracts”.
2. Click on the document associated with the workflow you want.
3. Click the “Add Note/Attachment” button within the document.
4. Set the “Date” field for recording notes and attachments.
5. Select the “Time” associated with recording notes and attachments.
6. Select the “Executed Action” from the list of actions.
   • Note: To edit the list of actions associated with the documents of a workflow, refer to the guide on “Editing the Actions List“.
7. Set the “Change Status to” field and choose the desired status from the list of statuses.
   • Note: To edit the list of statuses for the documents associated with a workflow, refer to the guide on “Editing the Status List“.
8. Type the required notes in the text editor equipped with formatting tools.
9. Click on the “Attachments” button to attach a set of files.
   • Click the “Upload” button.
   • Select the set of required files from your device.
   • Ensure that the file upload percentage reaches 100%.
10. Click the “Save” button.