Upload a generic document

1. In the top navigation bar, hover over setup and click Site workflow configuration.
2. 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.
3. In the Task Library, drag and drop the Generic Document task to the task list. Reorder tasks as necessary (drag and drop).
4. Click the Generic Document task to expand. Enter the document name that sites will see, and click the document option checkboxes as applicable.
5. Click Done.
6. In the top navigation bar, hover over setup and click Manage CDAs, confidentiality statements, and generic documents.
7. Click the tab for the document name you specified in step 4.
8. Click Attach to browse to your hard drive and upload the document.
9. Click Done.