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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 adding the content, 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.

How to configure inactive status of an attribute?

Attributes that are not needed in the organization can be inactivated in the Attribute Preferences at the Organization level. For more details on inactivating the attributes at the Organization level Attribute Preferences setup, please click here.

In process level Attribute Preferences, the active/inactive status of the attributes are