Attach Documents Task Option

Using the "Attach Documents" task option, your team can stop juggling multiple platforms and consolidate your electronic document signing within Motion.io.

This article will explain how the "Attach Documents"  task option works and provide instructions for using it.

How to Attach Documents to Client Tasks

Select the Motion.io project or template where you want to create a document task, and click the "Create task" button to bring up Motion.io's Task Composer. Next, add the client (or clients) responsible for completing the contract or agreement you will attach and give the task a title.

Towards the bottom of the Task Composer, click the toggle for "Attach Documents."

In the modal that opens after toggling on "Attach Documents," use the dropdown to select the document you would like to attach to the task.

After selecting the document you want to attach, the modal will update, asking you to specify who is responsible for completing the fields.

After using the dropdown to specify which client or team member is responsible for completing the fields, click "Done" and either save the task as a draft or send it to your client complete in their Motion.io portal.