Knowledge: Adding a static PDF as downloadable document as part of automated process
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Knowledge
Title*Adding a static PDF as downloadable document as part of automated process
ManualTips and Tricks
Created03/08/2022
DetailUnlike 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:
- Icon allowng you to upload document, then complete profile.
- 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.
Additional Manual Locations
| Administration | Business Process |
| Data Rooms |