Pre-requisites:
The required role privilege is 'Manage Workflow Rules' on the project where a system task needs to be created.
The steps to create a system task for attaching documents on forms in a project are as mentioned below:
1. Follow the steps to create a system task for Forms (steps 1 to 5).
2. In the task dropdown, select 'Attach Document'.
'Attach Document' applies to OAuth integrations, like Asite Integration with DocuSign.
This system task enables you to configure Asite to attach a document from DocuSign, through its OAuth integration with DocuSign.
3. When configuring this system task, 'Document Source' is selected as 'Docu Sign' by default; however, you can choose the other option, 'Adobe Sign' as and when required.
4. Once done, click the 'Create' button to create 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 executed automatically according to the conditions outlined in the relevant workflow trigger. The related form audit history and task assignment details indicate that they were performed by the 'Workflow Agent'.
Next Article: Create a System Task - Assigning Visibility on Associated Files of Forms (in a Project)