Automatically Share Documents to Campaigns - Via Upload

Tip

Documents can be added to campaigns by the following steps;

1. Upload the file
2. Create a Download Task using that document
3. Add that Download Task to a campaign page

However, there are quicker ways to add documents to campaigns:

• Manually upload a document to the Active Steward database while simultaneously uploading it to a specified campaign for clients to access (this tutorial).
• Email a document into Active Steward, where it is automatically added to the specified campaign for clients to access. (See the following tutorial: Automatically Share Documents to Campaigns - Via Email)

Warning

Set up is required:

1. A campaign must be created.
2. The campaign needs to have a Task Group.
3. The campaign needs to have a Task Tracker page with that Task Group assigned.

See the following preview as an example of the page set up required:

1. 👆 Navigate to Documents 👉 Add New Document.

2. 👆 Select a file and ✍ enter any relevant document attributes.

3. 👆 Scroll to the "Campaigns" section and tick the "Share as Task" field.

4. 👆 Select the Campaign for this document to appear in.

5. 👆 Select a "Viewing Role" or a specific "Contact" if the viewing permissions of the document should be restricted.

Otherwise, all contacts in the campaign will have access.

6. 👆 Select the "Task Group" in which this document will appear as a "Download Task" in.

7. 👆 Click "SAVE AND RETURN".

8. 🥳 The document will be uploaded to the campaign selected in step 4.

The document will be assigned to the selected task group from step 6.
The document can be found as a "Download Task" on the campaign page that has the selected task group assigned to it (see that the tip preview has the task group from step 6 assigned).
The task will be added to the end of the task group table.