Upload a PDF in workflow under task or step
We would like to be able to upload a PDF that we have saved into the workflow either in task or step to capture all items and all documents related to the particular workflow. This would better compliance when it comes to us performing each workflow. Currently we use our workflow but then still have to save the document in other places that is related to the task peformed such as a money movement within fidelity. It would be so great to upload the PDF within the workflow and have all items caputred within that workflow. Thank you, Denise
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dheil1
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