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Document workflow
Document workflow

Send documents by linking multiple documents together

Jennifer Alexandersson avatar
Written by Jennifer Alexandersson
Updated over a week ago

This add-on greatly helps you simplify complex workflows by giving you the ability to link multiple documents together.

Auto-send documents to a recipient efter they have signed the initial document. Choose which document to send and it will be populated with information about the recipient.

Make your processes more automatic and avoid to forget sending important documents.

1. Go to Add-ons and enable "Document Workflow"

2. Go to templates

3. Select the desired template

4. Go to details

5. Activate

6. Click on the icon link and save

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