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Click on Configure Business Process Rules.

Process Revision Configuration Page

 

 

Click on Add under the onboarding step that you want the PDF Template/Smart Form to appear.

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Back on the Process Revision page, click Configure Content Security.

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Click on Assign Actions to Content Security.

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Click on OK.

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Scroll down on the Content Security Information Page and click Save.

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Click on Return to Manage Revision.

Process Revision Configuration Page

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Click Apply.

Manage Revision Page

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