Upload Document
Upload Document allows you to create new documents and document versions on a specific project, tasks, issue, program, etc.
How to set up:
- Select an Object type: Choose which type of record a document will upload too in your Flow.
Input Fields
There are three required input fields:
- File Content
- The file content will be an output from a previous step where you down load a file. The output will be called “file ref”.
- File Name
- This should be the name that you want to give your document. It should include the file extension at the end (e.g., .pdf, .png, .gif, etc.).
- Object ID
- This ID should be the specific record which you will want a document to be added to.
Output Fields
Once your document has been successfully updated, the step will output the new document ID.