Workflow attachments allow you to:
Upload files (such as worksheets and templates) that are used in a workflow
Automatically create new copies of these files when clients are added to the workflow
You'll find workflow attachments by selecting Edit Workflow from the workflow menu:
There you can select whether that attachment should be added to existing clients already in that workflow today, or only clients who will be added in the future:
You can select add attachment to find a file to upload:
Now when a client is added to this workflow, a new copy of this file will be created and added to their client card:
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What's next?
See how you can upload and store files in the client card in Hubly
See how shareable upload links can let clients upload attachments right to the client card