Configure Workflows

1. Select Configuration from the main menu.
2. Select Workflows.
3. To modify workflows:
   1. Select Edit to update an existing workflow.
   2. Select Add to create a new workflow.
4. To modify steps:
   1. Select Edit to update an existing step.
   2. Select Add to create a new step.
5. Determine the Step Type (review, approval, or signature) and the Approver, then select Save.
6. Add steps to the workflow as needed.
7. Select Save Workflow.

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