A crucial step to ensure your Workflow operates in the way you need is Workflow Documents. Workflow Documents can be PDFs of steps within your workflow or documents that are uploaded into it. We recommend adding any documents you want to be surfaced easily to workflow documents, as these will be pulled out of your workflow run and deposited into an area on your activity page.
Select the 'documents to add' box to open the drop-down menu, which will include the steps of your workflow.
Select the documents (tags) you want to include, which will be within the step number that relates to where they are collected or produced, if a PDF or data collected as a 'file upload' question type. Anything included in 'This' relates to information that will be contextual to the workflow run, such as workflow ID or workflow runs organisation, which refers to that school.