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A workflow is a series of steps that happen after an E-form or a document is submitted, such as signature collection, document review, or approval.
Conditional Workflows
Conditional workflows are set up within a document to route tasks to specific staff based on whether certain criteria are met. Although conditional workflows are saved within the document's Workflows section, they cannot be accessed or edited via the Workflow configuration page since they are document-specific. You must edit conditional workflows within each document.
Add a Workflow
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Choose Configuration from the main menu.
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Choose Workflows.
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Click Add.
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Choose the workflow Type.
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Enter a Name and Description.
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Click Save.
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Click Add Step.
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Choose a step type:
Approval — Allows the approver to approve a form with the option to request changes. In that case, the form is sent back to the person who originally filled it out to make any changes.Signature — Collects an electronic signature.Review — Similar to approval, except it does not have the option to request changes. -
Enter information for the step type.
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Specify if the form should be locked or editable during this step.
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Click Save.
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Repeat steps 7 through 11 to add more steps.
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Specify when the forms are considered complete.
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Click Save.
You can now add the workflow to a document.