Configure Workflows

Select Configuration from the main menu.

Select Workflows.

To modify workflows:

1. Select Edit to update an existing workflow.

2. Select Add to create a new workflow.

To modify steps:

1. Select Edit to update an existing step.

2. Select Add to create a new step.

Determine the Step Type (review, approval, or signature) and the Approver, then select Save.

Add steps to the workflow as needed.

Select Save Workflow.