Templates can be shared with users or departments directly from this screen.
Select either a Department or a User, then click Grant Access.
Access determines who can:
View the template
Use configured activities
Create workflows from the template
Department-Level Access Grants access to all internal users mapped to the selected department. Suitable for role-based or team-wide access.
User-Level Access Grants access specifically to the selected user.
If the user already belongs to a department with access, user-level access takes precedence and overrides department access.
If no access is assigned, the template remains visible only to administrators.
After managing templates and activities:
Select Setup Template / Flexiform to configure the workflow.
Choose between Fixed Form or Flexi Form configuration.
Upload documents, define participants, and place fields in the upcoming steps.
Last updated 3 months ago
