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.
    Work Processes Page

    The Activity Process or Checklist Process page appears.

  3. Click on the required process card.
    Modify Action Process 1
    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.
    Uploada Help Documenttoa Work Process 1
  5. Enter a title to the document in the Name textbox.
    Uploada Help Documenttoa Work Process 2
  6. Click Choose File and select a document.
    Uploada Help Documenttoa Work Process 3
  7. Click Upload.