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Adding a static PDF as downloadable document as part of automated process

Manual: Tips and Tricks

Manual: Administration

Manual Level Two: Business Process, Data Rooms

Detail: Unlike Word where you can submit document from addin, the PDF documents need to be uploaded via the web interface. So to add to an business process for use in automated process as static content requires a few more steps.

Document needs to be added to a Document Library e.g. Knowledge Library.
Usually you will have one of two options on the search page:
1. Icon allowng you to upload document, then complete profile.
2. Button to create profile then attach document.
Once uploaded to a document library you need to edit the business process of the automated app you want this document to appear on.
Once in the business process editor you will find an option to Add Document, select the Document Library you added the document to, find the document, check selection box and click add.
Document will now be available in forms editor for inclusion.

Relevance Score: 0.1891018

Ordering of business process documents on form when displaying using formatted field document link style

Manual: Document Automation

Manual: Tips and Tricks, Administration

Manual Level Two: Data Rooms

Manual Level Three: Forms Design

Detail: When adding document links to form via Formatted Field, you may find they are not in order you require. To change this follow these steps:

Go to the Business Process designer and move them into correct order.
Swap order of documents to correct order.
Save the process.
Go to the forms editor.
Edit the formatted field, the document links should now be in the correct order. Save the field and form.
The documents should display in correct order on the form.

Relevance Score: 0.1891018

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