Note: Only Admin users have the privilege to create activity or sub-activity to the workflow
Step 1: Login to www.emsigner.com 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
Create Activity
Step 4: You will find already created workflows. Select the workflow for which the activity need to created.
Step 5: You will be able to see “Create Activity” button on bottom left of your workflow space. Upon clicking the same, a new node will be created under the workflow.
- You can edit the activity name by first selecting the activity and the clicking on the ‘Rename‘ button
- You can also remove the activity by selecting the activity and click “Remove” button
Create Sub-Activity
Step 6: You will find already created Activities. Select the Activity for which the sub-activity need to created.
Step 7: You will be able to see “Create Activity” button on bottom left of your workflow space. Upon clicking the same, a new node will be created under the activity.
- You can edit the sub-activity name by selecting the sub-activity and click “Rename” button
- You can also remove the sub-activity by selecting the sub-activity and click “Remove” button
