Pre-requisites:
Required role privilege 'Manage Workflow Rules' on the project where a system task needs to be created.
Steps to create a system task for attaching documents on forms in a project are as mentioned below:
1. Follow the steps to create system task for Forms (steps 1 to 5).
2. In the task dropdown, select 'Attach Document'.
'Attach Document' is applicable for OAuth integrations, like Asite Integration with DocuSign.
This system task enables you to configure Asite to attachment a document from DocuSign, through its OAuth integration with DocuSign.
3. While configuring this system task, 'Document Source' is selected as 'Docu Sign' by default. Select the other option 'Adobe Sign' as and when required.
4. Once done, click on 'Create' button to complete creating a 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 performed by system automatically based on the condition defined in related workflow trigger. It appears in related form audit history & task assignment emails as performed by 'Workflow Agent'.
Next Article: Create a System Task - Assigning Visibility on Associated Files of Forms (in a Project)