How do I configure attachment options for Redwood Benefits pending actions?
Here's how:
- Navigate to the Benefits page that you want to configure.
- On the Settings and Actions menu in the global header, select Edit Page in Visual Builder Studio. Ensure that you've appropriate access to the VB Studio configuration to see this option.
- In the Page Properties area, set the Attachment types allowed in document record
for a certificate constant to one of these values:
- File: Use when your organization doesn't allow URL-based attachments.
- URL: Use when your organization doesn't allow document-based attachments.
- All: Use to keep the current behavior where both file upload and URL options are available.
- Preview and publish your changes.