Add a Workflow to a Document

Choose Configuration from the main menu.

Choose Documents.

Choose the document to which you want to add a workflow.

Click the Workflow tab.

Choose an existing workflow or click Create New Workflow. 

Under Edit Workflow Steps, click Add Step to begin building the workflow.

Choose the step type:

1. Approval

2. Signature

3. Review

4. Conditional Steps

   1. Choose a criterion in the IF field. In addition to Location, Location Type, and Job Type, any multiple-choice drop-down questions within an E-form can be used as a criterion. 

   2. If needed, click Add Condition.

   3. Verify which step must be taken when the condition is met. For multiple steps, click Add Step.

   4. Click Add Sub-Workflow to create another conditional workflow. Eash sub-workflow must be completed to finish the step. 

Click Save.