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Create a new document to add to the Quick Steps within Procedure File Maintenance

How to add a document or PDF document to appear in the workflow procedure.

V
Written by Valeriu Holtea
Updated over 6 months ago

⚠️Warning: Making changes to the workflow affects users' cases relating to this procedure.

To add a document or PDF document to appear in the workflow procedure, follow the steps below:

  1. From the Administration Desktop within the Procedure File Maintenance select the Workflow.

  2. Select the Setup/ New Doc icon.

  3. On the right-hand panel, select the document type:

    • MS WORD (Word document).

    • Fixed (PDF document).

  4. Within File Explorer File, search the PC for the document.
    ​Note: Most documents will be stored in this pathway on the PC = This PC/ OS(C:) / Lawfusion/ Templates/

  5. From the right-hand panel click Open.

  6. Copy and paste your document into this screen.

  7. Click Apply then click OK.

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