Upload a Help Document to a Work Process

To upload a help document to a work process, follow the steps below.

  1. Go to App Builder > Processes.

    The Processes page appears.

  2. Click either Activity Process or Checklist Process as per your requirement.

    The Activity Process or Checklist Process page appears.

  3. Click on the required process card.
    The work processes in the Activity Process are shown in the above screenshot. If you click on the Checklist Process, the work processes in it will appear.
  4. Click the Help Document Upload card given under the Utilities section.
  5. Enter a title to the document in the Name textbox.
  6. Click Choose File and select a document.
  7. Click Upload.