Include an attachment in a routing step if you want the reviewer to download the file and then re-upload after filling it out as part of their review.
For example, a score sheet provided by an external entity may need to be completed in addition to your internal review process.
Note: If you upload a document in a routing step, the reviewer will have to upload something for their review. If the document you want to upload is informational only, we recommend putting the text in the Reviewer Instructions box at the top of the routing step instead, or giving reviewers specific instructions to re-upload the file.
Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.