How to link a document to a workflow?

Signed documents in completed tab can be linked to a workflow, so that when any document is initiated using that workflow by the initiator, signatories of the workflow can see the signed document that is linked. This way, it will act as a reference document for the signer.

Note: Both Admin and Internal users can link a document to a workflow.

Step 1: Login to using your User Name and Password

Step 2: Upon successful login, you will able to view the dashboard

Step 3: Select the ‘Completed‘ tab in the dashboard. under the Actions column, you will see a link document icon against each record.

Step 4: Upon clicking on link document, a “Select workflow to link your document” popup appears. In this popup, you will be able to see a list of workflows

Step 5: Once you’ve selected the workflow or activity or sub activity to which the document needs to be linked, you will see this this page preparing your document for signing.

Step 6: As per the template(flexi form or form template) you have selected, follow the respective procedure to send the document to signatories

Step 7: Once the document is linked to the workflow and sent to the signatories, the actual signatory can refer the linked document as a reference before signing

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