To create Card Document Request:

1. Login to your company’s Witty site.
2. Go to Projects > Boards page.
3. Hover card option of designated PMS Task. Click Add Document Request.

1. Fill out the form.

• Description with template options when you click the textarea
• Purpose/Reason - dropdown list of predefined reasons
• Title
• Add Card - reflect associated PMS Task
• Approvers and consensus users
• CC
• Attachment

1. Click Submit.
2. Open PMS Task, a Document tab is shown. The newly created document request is reflected in the list.
3. When approving request, approver and consensus users must open the document request.

Note: Document request cannot be updated.