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 ...
Thu, 12 Oct, 2017 at 1:58 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 ...
Thu, 12 Oct, 2017 at 1:58 PM
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, if...
Thu, 12 Oct, 2017 at 1:58 PM