How to add a step in Workflow/ Upload and Sign?

You can add different steps in just a few steps:

Note: Adding a step is same for No-Code Automation Workflow and Upload & Sign feature, below given example is from the No-Code Automation Workflow for the reference.

No-Code Automation Workflow

Step 1: Click on More actions and then click on Add a New Step.

Or, click on the plus (+) icon from the current step (Edit the draft step) to add another step.

Step 2: Click on Upload an attachment then Add step.

Note: You can always add any steps to customize the workflow according to your needs. (Example: Approval step after Upload an Attachment)

After adding the step, click on Start yellow button on the top right to activate the added step.

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