Creating Content Page Task or Open PDF Task

Configuration > [Onboarding (Transitions)] Administration > Task Definitions

1. Click Create.
2. Enter a code, name and description for the task.
3. Enter guidelines (optional).
4. Select a type of task.
   The type can be used to generate reports by type of task.
5. Select a priority for the task.
6. Perform one of the following series of steps.

   • In the Action field, select Display content page. In the Display Content Page field, select the content page you created that contains the personalized document list ({ContentPage.PersonalizedDocuments} variable.

   • In the Action field, select Open PDF. In the Related Source field, select the cover page you created earlier.

7. Click Save.
8. Click Activate.

Incorporate this task into the advanced E-Offer process.