You want (A) to share files with your end-users and (B) get their approvals on these files. Since an approval is never just a yes or no, we'll suggest this combination which is more flexible.
Step 1. Add attachments to the interface
|From a Process||From a Live application|
|Go to Configuration>File sharing to attach your file||Go to More Options>File Sharing to attach your file|
Step 2. Add a task to your checklist
You're now going to add a task to your checklist, so your stakeholder can view the document and share approval.
- From your Process/Application checklist, click on 'Add New Steps' button and select the Task module.
- Add a title for your task and click on the Instructions field to attach the file to the task.
- Click on the attachment dropdown in the pop-up to reveal available attachments, then click on the one you want to get the access URL.
- Add your attachment URL into your instructions as a hyperlink
ⓘ Ask your stakeholder to use the messaging system to share feedback