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 ...
Tue, 29 Aug, 2017 at 11:37 AM
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 ...
Wed, 26 Jul, 2017 at 11:23 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, if...
Tue, 25 Jul, 2017 at 6:11 PM