How to View a PDF When Completing a Task/Action Assignment as a Lite User

When completing a task/action assignment, you may have the option to view a linked form as a PDF.

Please note: this function will only be available if your administrator has attached a PDF to the task/action assignment to provide you with greater context.

This guide provides step-by-step instructions on how to view a PDF when completing an action assignment as a Lite User. For guidance on how to how to attach a PDF to an action assignment please visit this guide.

1. Navigate to the Task/Action Assignment that you want to view the PDF for. For step-by-step instructions on how to access a Task/Action Assignment please visit this guide.

2. Click the downward facing arrow next to Linked Registers & Forms

3. Click on the three dots next to the Linked Registers & Form

4. Select View PDF from the dropdown menu that appears.