Could you please tell me more specifically about the below answer “link to a document in the body of a task message.”? How to do it?
-Can I add a reference document as part of the process?
-No. But you can link to a document in the body of a task message.
Thank you.
Mai
Hi
While you’re unable to directly add a reference document to the Box Relay process itself, you can still include a link to the document within the body of a task message. This allows the recipients of the task to access the document by clicking on the link.
The task message box is where you can enter a specific description of the task. You can check out this support article to learn more: Understanding Triggers and Outcomes in Relay
Additionally, I see there’s an update on your case based on your previous inquiry. For the strategic approach and to learn more about Box Relay, you can continue working with your Accounts Team or Customer Success Manager. Have a great day ahead! 💙
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