How to Attach a PDF to Task/Action Assignment

Users can select an option to attach a PDF, which will allow Lite Users to view a linked form as a PDF and provide them with greater context when completing a task.

This guide provides step-by-step instructions on how to attach a PDF to an action assignment. 

Please note: Tasks and Actions are the same thing. It is up to your organisation which terminology you use however the instructions below remain the same regardless.

How to Attach a PDF to an Action Assignment

1. Click Tasks/Actions in the top menu

2. Select Tasks/Actions from the dropdown menu that appears

3. Select the Task/Action Key of the Task/Action you wish to enable this feature for

4. Select the Assignments tab

5. Click the Assignment Key

6. Hover your mouse beneath the Attach PDF option, this should reveal a pencil

7. Click the Pencil

8. Select Yes from the dropdown menu that appears

9. Click the Tick to save these changes

A PDF of the linked form should now be available to Lite Users completing this task/action assignment