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How do I enable uploading attachments or agreements to complete a task?

Written by Lexagle Support

Brief Introduction

Task admins can configure whether a task requires a document or supporting file for it to be completed.

Role

This article is relevant for task admin users of the organization.


Instructions

To enable this setting, go to Settings and click Task Management. Select a task to edit.

Tick the checkbox for Main Document/ Agreement Upload to mandate assignees to attach a document upon task completion.

Tick the checkbox for Include Message and Require Supporting File Attachments to mandate assignees to add a message and/ or upload a supporting file to complete a task.

To proceed with the changes, click Save.

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