Add documents to workflows!
We really need to be able to link Documents to workflows. We have several workflows for trades and such that we need to attach spreadsheets to, the way we can on activities. There are a few workflows we haven't built because we can't attach Documents to them like you can to an Activity. This is super frustrating!
Anonymous
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Jesse Fullan commented
This is critical for us. We are considering switching to Wealthbox because of issues like this. We are trying to streamline things in our office - the idea of Workflows is perfect for this, but missing features like this are making it harder, not easier.
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Ashley Tucker commented
This is a critical addition to workflows. There is the ability to add linked documents, accounts, notes and contacts in activities but not workflows which does not make sense to me. These suggestions go back to 2020. Progress would be appreciated to make workflows useful.
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Gayle
commented
Please consider adding function. The option to add a document already in the Document section of the profile as well as an active document that is being modified!!!
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Anonymous
commented
Workflows often require documents associated with Steps or Tasks.
If a workflow is to save time and track completion, attachments are often necessary. To force retrieval from another CRM function is wasted time.
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Cain Leonard commented
This is so critical to have the functionality of adding a document(s)/files to the workflow. I see that files can be added to the note, but it is so terrible critical to be able to have the document/form right inside the workflow for following up on a/c transfers and follow up activities, a/cs with problems, etc.
THIS OPTION FOR DOCUMENTS SHOULD ABSOLUTELY BE IN THE WORKFLOW. -
Michael Madzin
commented
Please create the ability to attach documents.
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C Lafee
commented
We have just started using the workflows but are not able to attach spreadsheets like we can in activities. We need the spreadsheets as part of our compliance process and also to share with those on the workflow.