Adding a updated document in the workflow to the SharePoint 2013 list

  • 3 March 2021
  • 1 reply
  • 4 views

Badge +6

HI Everyone

I have searched the site and although I have some attachment responses, I have not been able to find any in relation to my question.

 

I have a nintex workflow which creates a Word document with the fields from the list using the Update Document action.  Everything works perfectly - the document is sent to the relevant people but they now want the attachment to appear in the actual list.  The workflow commences when a new or edited item is submitted.  How would I create the attachment?

Thanks again for your help - this forum is truly awesome.

 

Regards

Renee


1 reply

Badge +7

You can add an attachment to your Send notification configuration.



 



 


But does the document have to be sent as an attachment, can they just access it from a link?  Less network traffic, also fewer copies of the same document circulating.  Just a thought.

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