Adding a document to a task template

To add documents to a task template:

1. Click Admin on the Dashboard.
2. Click the Manage Tasks link.
3. Click the appropriate Task Name link.
4. Click Add Documents (this button will only display if the Task Type is Document Upload).

    

   

    

5. Search Documents by entering all or a portion of the form number or name.
6. Check the box next to the appropriate document(s) to be added.
7. Click Add.