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Changes
→Configuration - Creating Tasks
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* To create a new task → Click on the plus sign button found on the top left corner of your screen (highlighted in image above).
: <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'''
* Task Name → Send Approved Receipt
: → To do so you will need to reference a custom field where a document is stored. The format used to reference the field is '''@#Custom Field ID#@'''
: → You can attach multiple documents. They will need to be delimited by semicolons.
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