The Workflow option provides the ability to add a supporting documents created from a tag template. Typically this is used when attaching a cover sheet to the item. The Generate Supporting Document is an action that can be configured as a system task or ad hoc task:
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If your life cycle has been configured with the action as a system task, the document is typically added upon creation of the agenda item.
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If your life cycle has been configured with the action as an ad hoc task, you will need to add the document to the item manually.
Workflow tasks and actions are created using the Generate Supporting Document workflow task or action (see Set Supporting Document). You may need to ask your system administrator how your Workflow has been configured.
To add a supporting document to a Unity agenda item using an ad hoc task:
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From a meeting in Agenda, double-click the Unity agenda item to open it.
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Click the Tasks tab. The Tasks options are displayed.
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Click the icon that has been created to attach supporting documents. The supporting document is displayed in the Attachments section on the form.
Note:
Depending on how your Workflow was configured, the icon may be named differently. In this instance, the icon is named Unity Generate Cover Sheet.
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Click Submit. The supporting document is displayed in the meeting tree under the agenda item.
