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Table of Contents

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On the Contextual Onboarding Content Revision page, select the content which you want to add as a Policy/Benefit and save.





The list includes Smart Forms, Smart Checklist, BP Checklist and PDF Attachments/Forms. Select one action from the list. 

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As an example, a PDF form is selected here. To add another content, click on "Add" and select another action from the list.After  After adding the content, save and click on "Save".

Note: The contextual content added to the attribute will be available under the corresponding section in Configure Business Process page in the Process Revision. For more details, please click here.

For the changes to be effective, apply the Process Revision.