Attach a document to a workflow task

You can attach one or more documents to a workflow task as needed. After you assign a document to a workflow task, the document becomes a workflow sub task. You can access the document and assigned it to reviewers from the Sub tasks tab on the Workflow page.

To attach a document to a workflow task

1. Locate the document you want to assign by opening the Documents tab for the selected record. You can also use Global Search to locate the document. See Global search for more information.

2. Open the Document information dialog by either selecting the document's File name or by selecting Actions > View doc info.

3. Select the Doc review tasks tab.

4. Select Assign.

5. Select the Workflow task selector button to the right of the Workflow task field.

6. Select the Workflow Task to which you want to apply the current document.

7. Select Submit to save or continue on to assign reviewers. See Assign a document to one or more reviewers.