Use DMS files in Lean PlanDo Flow

Attach from the DMS when filling a form. Any attachment field, and any table cell that takes an attachment, shows two buttons: Upload for a file from your device and Upload from DMS for a file already in the project store. Choose the folder and the file; the form keeps a link to it. The same two buttons appear in Take action on a workflow.

File the finished workflow. When the project has "Store completed workflow data in DMS" switched on, the final action of every workflow saves the completed form as a PDF into a DMS folder for that workflow. Nobody has to remember to export it.

Attaching from the DMS is on the web app. The phone apps upload from the device.