Workflows

Creating Workflow Templates
To manage your workflow templates, navigate to Administration (the gear icon in the upper right) and select Workflows & Signature Requests in the...
Mon, 11 Mar, 2019 at 12:04 PM
Assigning and Managing a Workflow
Assigning and managing a workflow is done from the Workflows page under the Company Info menu. This workflows list shows all workflows assigned in the organ...
Tue, 24 Jul, 2018 at 10:39 AM
Creating a Signature Request Template
To create a Signature Request Template, you first must upload a PDF copy of the document to Company Resources or your personal Documents folder, i...
Mon, 11 Mar, 2019 at 12:09 PM