Attach document to workflow

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  • Hi Jason, 

    Are these documents that are pre-existing? That is, are the documents dependent on anything happening within the app itself? If not, and they're documents that you could post somewhere (like google drive or dropbox), you could include the link to the document in a text field. You'd probably want to start the workflow from the beginning of the app in order for the user to see the link and be able to copy/paste it into a browser. Not a perfect solution, but a possible work around. 

    Right now, attaching files to a Submission is on the roadmap (this post talks about it: https://help.gocanvas.com/hc/en-us/community/posts/360000178228-Attachment-library). I don't know if the scope includes allowing this during workflows, but I can definitely ask what the plan is (warning: there might not be a plan yet, as our roadmap shifts). 

    Thanks for your feedback! 

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