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Working with workflow

Working with workflow

Learn how to create and manage workflows.

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By Yuliia1 author22 articles

Workflow setup

Add documents to workflow

Assign fields in the document for a specific step

Create workflow

Decision element

Execute workflow

Bulk workflow execution

Setting document access and visibility in the workflow

Use a start link to start your workflow

Fields navigation

Triggers for automatic workflow execution

“Google Sheets update” trigger start

“On schedule” trigger start

“Start from external event” trigger start

Management

Duplicate workflow

Create message to signers

Manage access to the workflow

Rename workflow

Redirect recipient to the specific website after the document completion

Workflow versioning

Sort and filter workflows

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