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Create a Workflow

  1. Move the pointer over Configure
  2. Under Forms & Applications, click Workflows
  3. Click Create New Workflow
  4. Select a workflow Type and enter a Description.
  5. To add workflow steps, click Add Step
    1. Click Select and choose an approver for the step.
    2. Click Save Step
    3. Repeat as necessary. 
  6. Click Save
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