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How to add a PDF to the workflow in Procedure File Maintenance

How do I add a new PDF to a workflow?

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Written by Valeriu Holtea

Please follow the below steps

  1. Click on Admin in the taskbar

  2. Click on Procedure File Maintenance

  3. Click on Setup followed by Document

  4. Click on the Blank Page Icon to add new document

  5. Add a full and short description

  6. Click on Fixed in the menu and then Apply

  7. This will then open a menu for you to navigate to the document location

  8. Click on the Document and then Open

  9. Click Ok and the Document will now be stored

Add a PDF to a Workflow Step

  1. Open the workflow, then expand the section and step where you want to add the PDF.

  2. Highlight the relevant step, then click the Document icon below.

  3. Open the Document Code dropdown, then find the PDF document you added to the document library. It will usually appear near the end of the list.

  4. Select the PDF document, then click Apply in the bottom-right corner of the window.

  5. Check the step to confirm the PDF now appears against it.

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