121
edits
Changes
→Configuration - Creating Tasks
: → Select the date field that will store the scheduled activity date.
[[File:Scheduling-tab.png|thumb|none|800px|Scheduling Tab]]
: <span style="color: #ff6600;">'''Note:'''</span> If you do not see a Scheduling Tab → make sure to toggle on advanced options, found near the top right of your screen.
'''Task 3 - Send Approved Receipt'''
: → You can attach multiple documents. They will need to be delimited by semicolons.
[[File:Creating Approves Status Workflow - Attaching Files to Email.png|thumb|none|800px|Attach a file to an email]]
'''Task 4 - Create Progress Report '''
: → You can also generate a contract through the '''Generate PDF task''' - but you will not be able to alter the document once the PDF is created. By creating a contract activity, you are able to make adjustments to the contract's content.
'''Task 7 - Update Approved Date '''