How do I Remove a Workflow/Activity?

Note: Only Admin users have the privilege to remove workflow.

Step 1: Login to using your Admin User Name and Password

Step 2: On top right corner, your profile image will be present.  On clicking the same, “Settings” menu will be displayed

Step 3: Click “Settings” menu. You will find “Manage Workflow” option. Click the same

Step 4: You will find already created workflows/Activities/ Sub-Activities. Select the workflow/ Activity/ Sub-Activity you want to remove

Step 5: You will find “Remove” button in the bottom. Click the same.

Note: If workflow is active with some documents in process of getting signatures, you are not allowed to remove.

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