To manage your workflow templates, navigate to Administration (the gear icon in the upper right) and select Workflows & Signature Requests in the left hand menu, and then select Workflows. You will see a list of all existing workflow templates and have the ability to build new ones. Additionally, each template can be launched from the list, meaning you can assign the template to an employee.



To edit an existing workflow, click on its name. To create a new workflow, click Create New Workflow Template. Start by naming your template, and then begin adding To-Do items to the list. Each to-do requires the description of the to-do, the person who will be assigned (called the actor - choosing from the employee, the employee's manager, another employee to be determined when the workflow is assigned or a specific employee named to be the actor each time the workflow is assigned) and the number of days the actor has to complete the to-do.




Create additional to-dos by clicking Add New To-Do. You can have as many to-dos in a single workflow template as are necessary. You also have the option to include a document to be electronically signed as a to-do. First, click on the document icon to the left of the to-do text box. Click on Attach Document, and select the document that you want to be signed from within the signatures templates folder. Finally, click Add Document.





Once complete your workflow is complete, click Submit to store this workflow template. Then click Back to Workflow Templates to return to the workflow template list.