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How do I share a workflow?

Share completed workflows with customers straight from mobile.

J
Written by Jeff Mann
Updated over a week ago

You can share a PDF of a completed workflow directly from the ANVL mobile app using the Share feature. The file is generated as a PDF and shared through your device’s available apps (email, Slack, Teams, etc.).


Answer

Open the completed workflow in the ANVL mobile app and use the Share icon to send the PDF through your preferred app.


Steps

  1. Open the ANVL mobile app.

  2. Select the completed workflow you want to share.

    1. Note: If using Work Folders, open the Work Folder to the Work Details screen. Then, select the workflow.

    2. If you do not see it, tap See More to view the full list.

  3. Tap the Share icon in the upper-right corner.

    • The icon appears as a box with an arrow pointing upward.

  4. Choose how you would like to share the PDF (Email, Slack, Teams, Trello, etc.).

  5. Send the completed workflow PDF using your selected app.


Additional Details

Job Role: General / Workflows User
Permission Level: TECH (ANVL Workflows) | Special Rights: None


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