You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

View attachments from previous task in Journey

edited 10:14AM in Journeys

Summary:

My client has a requirement. They need employee X to attach a document and employee Y to receive it via a journey, with the document being stored in the document of records (DOR).

When the employee accesses the task to review the document, they cannot see the attachment, only the comment. This is because the document has been stored in the DOR.

Is there any possibility for the employee to view the attachment, confirm that they have received it, and then later review it in the DOR?

KIind regards

Irene

Version :

26A

Tagged:

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!