Avvoka’s workflow functionality allows users to define workflow sequences or approval workflows, specifying how a template fits into broader operations.
In practice, workflows enable users to control how a document is used once created and to set a sequence of actions that are triggered automatically based on conditions or thresholds.
For example, within the Workflow area, users can prevent a document from being sent to a counterparty or from being signed if certain conditions or commercial rules are not satisfied.
Workflow icon:
Creating a Workflow
Navigate to the Workflows tab for the relevant template.
Click New workflow to start creating a workflow sequence.
Configure the workflow by:
Naming the workflow
Setting the sequence of approvals or actions
Defining any conditions, thresholds, or restrictions
Save the workflow to enable it for use with the template.
Learn how to add Triggers and Actions to your Workflow here.