To learn how to add documents and forms to your process, check this article.
Once the document you need has been added, it will automatically open for editing.
Besides making document modifications, you can manage all the documents in your workflow in the pop-up window. You can perform the following actions by clicking on the three dots menu in front of the intended document:
Make conditional - hide specific document from recipients until they meet the conditions you've set with the Show Conditional Document Bot.
Change PDF document - replace a document with another one.
Download content only (for PDF formats only) - download the document added to the workflow.
Rename - change the name of the document.
Make a copy - create a copy of the document in question.
Remove - remove the document in question from the workflow. If there is a Bot installed for the corresponding document, a warning window will appear.
Add documents to your workflow while editing a document using the + Add documents option.
The pop-up window can be minimized (if needed) using the corresponding icon.
To restore it, click on the Documents tab.
Reorder the documents in the way that best fits your process by clicking the drag icon.
The options described above are also available on the workflow builder page.
