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In step 4 of the wizard, you add the action that would be executed by the rule. You can just select on the action at a time. After selecting the action you can add the details of the said action:

Feature a Document: you You can select the document you have to sendthat can be added to the rule.

Feature a Video: You can select the video that can be added to the rule.

Feature a form: you You can select the form you have to sendthat can be added to the rule.

Feature questionnaire: You can select the Questionnaire that can be added to the rule.

Feature a Task: You can select the task that can be added to the task.

Send a Message: You can select a message and send itthat can be added to the rule.

Send an Alert: You can select an alert that can be added to the rule.

Send a Reminder: You can select a reminder that can be added to the rule.

After selecting the action press okay. Click the next arrow to proceed to step 5.

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STEP 5: Add Individual

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