How Can We Help?

How to add a List Documents action

Last Updated: 2022/05/04
  • Click on the ‘Forms & Actions’ tab to configure the status page. This will display a blank box with an ‘Available Actions’ bar on the right-hand side.
  • Drag and drop the ‘List Documents’ action from the Available Actions into the blank box.

list documents.png

  • In the ‘Visible to’ box you can add users who you want to be able to view the ‘List Documents’ action. Internal Users can see the content by default.
  • Under ‘Visibility Rules’ you can hide the ‘List Documents’ action until question(s) from forms are answered by clicking the ‘Add Question’ button and adding a question. You can add more than one question and also add a specific answer, so the box will only show after this specified answer.