Configuring attachments for business process templates

They are typically used to provide additional information or context pertaining to the business process. When a user views the business process, they can view and print the attachments.

You can include merge documents as attachments in a business process template. Merge documents are Microsoft Word, PDF, or CSV documents that contain merge fields, which, when printed, automatically populate with corresponding information from a contact, company, opportunity, or service request record.