Upload a generic document
- In the top navigation bar, hover over setup and click Site workflow configuration.
- At the upper left, choose the workflow to which you will add the Generic Document task. Rename the workflow to a unique name and optionally add a description.
- In the Task Library, drag and drop the Generic Document task to the task list. Reorder tasks as necessary (drag and drop).
- Click the Generic Document task to expand. Enter the document name that sites will see, and click the document option checkboxes as applicable.
- Click Done.
- In the top navigation bar, hover over setup and click Manage CDAs, confidentiality statements, and generic documents.
- Click the tab for the document name you specified in step 4.
- Click Attach to browse to your hard drive and upload the document.
- Click Done.
Parent topic: Managing generic documents