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Common Workflow Tasks for Awarded / Approved Status

1 byte removed, 21:47, 16 May 2022
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  '''
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