How to create a workflow?

Note: Only Admin users will have the privilege to setup workflow template

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

Step 2: On the top right corner click on your profile image and then click on ‘Settings‘ menu

Step 3: Under Admin Settings click the “Manage Workflow” option.

Step 4: Now click on “Create New Workflow” button on the top right of your workflow space, enter a workflow name and click “Save” to create a new workflow.

Once created, click on “Setup Template/flexiform” to upload the document template.

Step 5: Click on “Upload Documents” button to upload the document template (Note: You can upload one or more document templates)

Step 7: Click “Continue” button to upload successfully and proceed further

Step 8: In this step, you will be able to view the uploaded document template and you will see options on the right hand side panel to

  • Select signing Type (Serial/ Parallel)
  • Specify no. of. Signatories and their positions

Step 9: In “Select Signing Type” accordion, you will see two radio buttons

  • Serial
  • Parallel

Step 10: Select “Parallel” option (Upon this selection, the document will be sent to all signatories at one go for signatures) 

Step 11: Once the above steps are completed, click “Activate Workflow” button. You will find a popup with available departments.

Step 12: You can select department(s) to which the workflow should be accessible and click “Save”. Upon completing all steps, your workflow will be created and activated successfully.

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