Document
Last updated
Last updated
Designers will create a Document task first under Design Studio to put it under the workflow under Runtime. Refer Document to know more information on how to create a Document task.
Drag and drop the Document properties in the workflow which will be shown under the Document.
On the right hand side Designers can find Document Properties to edit actual Document Task associated with the step. Document task always need a Data Intake which represents the record which will hold the uploaded document in CRM.