Jump to main content

# Adding custom data items in a Data Entity Type to collect documents for a task

To allow users to upload documents when completing tasks in a process, a custom data item must be added to a Product entity type. After the custom data item is created for the Product data entity type, it can be used when adding tasks to a process template. The data item will display as a Required Documents data card. When used in a process, the documents are uploaded to a Documents folder. The Unsorted folder is a default folder that can be used to add documents.

1. Select Manage and Data Entity Types.

2. Select a data entity type (Collateral, Customer, or Product).

3. Select + Add Item.

4. Enter a name.

5. Select Document in the Data Type list. (You may need to scroll to the bottom of the list.)

6. Select an option in the Category list.

7. Select an option in the Identifier list. Example: You could select loan# for an application.

   Note: The selected identifier helps to identify the data entity that will upload to the document(s).

8. Select Confirm to save.