Pre-requisites:
The required role privilege is Manage Workflow Rules on the project where a system task needs to be created.
The Revision Upload system task allows you to automatically upload a new revision of a file as part of a workflow. This task is useful when revision uploads need to be controlled or triggered based on specific workflow conditions.
Note: This system task is applicable only when a new revision is generated as part of a DocuSign signing workflow.
The steps to create a system task for revision upload in a project are given below:
Follow the steps to create a system task for files in a project (steps 1 to 4).
In the Task dropdown, select Revision Upload.
When you select the Revision Upload option, the page expands, enabling you to choose the existing purpose of issuing the file and its status. You can use the Modify option if a different Purpose of Issue or Status needs to be selected.
In case you don't want to initiate any workflow on the new .pdf file to be published as a revision on an existing file on the project, it is required to check the box for Do not start a workflow.
Once you have entered the required details, click the Create button to create the system task.
You can create independent system tasks which can be executed using workflow triggers without adding them to a complex workflow.
All system tasks are executed automatically according to the conditions outlined in the relevant workflow trigger. The related file audit history and task assignment details indicate that they were performed by the Workflow Agent.