How to add a Document in a Workflow

GoCo now provides the capability to add Documents into Workflows for a more streamlined process.

Streamline the completion of Magic Documents by adding them to a Workflow task. 

🌟 To add a Document it is necessary to first create and publish the Document template that you are inserting. Once that template is available you can begin adding the Document to your Workflow. 

1. Navigate to your Workflows templates page and select the desired template you wish to edit
2. If you're creating from scratch or customizing a pre-made template make sure you are on the "Build" tab of your template.
   

   💡Pro tip: If you're starting from scratch, remember that setting your basic information is the first step, and then you can move on to this second step of building your template. 

3. Next, select the task you want to add a document to. If you're starting from scratch add a task.
4. Inside the task, from the floating toolbar, click on the Apps button to reveal your drop-down options. Select "Document".
   
   
5. GoCo gives you the option to insert a document template or reference a document that's already been added to the workflow. 
   
   

   💡Tip: Referencing a document is a useful feature when you have multiple users working on a document and you need one user to refer to a document that was completed in a previous task. This allows for seamless collaboration and ensures that everyone has access to the necessary information throughout the workflow process.

6. When inserting a new Document template select from your template library and click "+Add Document".

• You're all set! Notice the document listed in the task with a preview button to review the document. 
  
• You have the option to include a "Document" in any task that you create using the Task Builder.

For any additional questions please reach out to help@goco.io. 💚

 

Published 11.7.2023