Brief Introduction
Completing a certain task may require a task assignee to attach a document and/ or add a message.
Roles
This article is relevant for task assignees.
Instructions
To upload a document to fulfill a task, check the task assigned to you.
Select a response. The message field and upload attachment will appear.
Enter a message and upload an attachment.
To proceed, click Submit. If an agreement is also required, you will be prompted to upload an agreement.
An upload modal will appear and you need to select an agreement to upload.
Fill in the document’s required information. To proceed, click Upload.