notes and document attachment in workflow
It would be nice to be able to attach documents when putting in a note in workflow step/task. It would also be nice to see the notes from the general notes page when
53
votes
Renee
shared this idea
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Chris Sagan commented
This is critical to be able to do this from a compliance standpoint.
Our workaround for this is to paste a link to a file on our server into step notes. However, this is less than ideal, since that file can later be altered and still linked to that permanent record in step notes. Not ideal.