Document workflows appear in "Documents" and allow you to create workflows for sharing via email or a link.
- Pros:
easy to send out
- Cons:
clients will have to go through the workflow in a single sitting and cannot save their work unless they complete all steps
all workflow data will be saved in the folder where the wokflow is defined. That is not ideal if you have to run lots of workflows.
If you require Workflows to be shared securely via a portal read more about Portal Workflows
- Pros
get the security and convenient of a portal
clients can save their work and resume later
worklfow data lives inside the portal
- Cons
we are adding new widgets to this new feature so at present some may be missing (such as payments)