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!
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!
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.
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.
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.