Configure Work Attachments

  1. Go to Configurator > Work Processes.

    The Work Processes page appears.

  2. Click either Action Process or Checklist Process in which you want to edit the work fields.

    The Action Process or Checklist Process page appears.

  3. Select the <Work Processes> card.
    The work processes in the Action Process are shown in the above screenshot. If you click on the Checklist Process, the work processes in it will appear.
  4. Click Manage Attachments card under the Work Process Essentials section.

    The Manage Attachments For <work process name> page appears.

  5. Select the forms from the Available panel and using the buttons move them to Selected panel.
  6. Click Save.