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How do I share a workflow?

Share completed workflows with customers straight from mobile.

K
Written by Katie Jordan
Updated over a week ago

Anvl users can easily share a PDF of a completed workflow by using "Share" from the completed workflow screen.

Mobile App

  1. Go to the Work Details screen in the Anvl app

  2. Select a workflow - if you don't see the Workflow you'd like to share, press "See More" and select from the full list of Workflows

  3. Find the "Share" icon in the upper right corner and press. The icon is a box with an arrow going through the top

  4. Select how you'd like to share the Workflow PDF. Pressing the "Share" icon will load your device's email or other apps your company uses, like Slack, Trello, Teams, etc.

  5. Send the completed PDF using the tool of your choice

Manager Dashboard

  1. Go to the Live Feed page

  2. Select which workflow you want to share

  3. Click the workflow and select the Export button in blue.

  4. Select how you'd like to save the workflow pdf

  5. Send or upload the workflow pdf to share it


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