Workflows
8 articles
- Creating a Workflow
- Triggers and Actions of a Workflow
- Joint Workflow TriggersThis article explains how to combine document states with questionnaire answers to trigger a workflow
- Adding New Participants and Approvers to a Workflow
- Automated Reminders triggered by workflowsThis action in Workflows allows you to trigger automatic reminder emails. This can be a great help for contract obligation management.
- Generating multiple copies of a related document based on a loop
- How do I add an approval status trigger to my workflow?A tutorial on how to add an approval status trigger.
- Creating Loop-Based Related DocumentsGenerate multiple related documents from a single workflow by iterating through a repeating dataset, creating one document per record automatically.