Workflows

Creating and editing workflow templates
To manage your workflow templates, navigate to Administration (the gear icon in the upper right) and select Workflows & Signature Requests in the left h...
Fri, 8 May, 2015 at 10:32 AM
Assigning and tracking workflow to-dos
Managing assignments and workflow to-dos is done from the Workflows page under the Company Info menu. This workflows list shows all workflows assigned in th...
Thu, 6 Nov, 2014 at 1:23 PM
Creating signature requests
A signature request can be created for any document that is saved in the company documents folder, or in your personal folder, if you are an Admin. To creat...
Thu, 6 Nov, 2014 at 12:55 PM