Document Workflow & Approvals

Learn how Workflows can to aid your document life-cycle management using process modeling and approvals.

15 min | 9 Tasks

Course Goals

In this course, you will learn how to create a Workflow for your Documents, using:

Stages
Modifiable Approvals
Fixed Approvals
Flows

After completing this course, you will be able to create and use Workflows to ensure that your documents move efficiently and accurately within their respective life-cycles.

Start the course

All Tasks

Task 1: Create New Workflow
Task 2: Create Workflow Stages
Task 3: Set Stages’ Properties
Task 4: Insert Modifiable Approval
Task 5: Insert Fixed Approval
Task 6: Create Additional Flows
Task 7: Set Workflow Properties
Task 8: Assign Workflow to Template
Task 9: Test Workflow

All Courses

Document Drafting Automation Basics

Workflow & Approvals

Document Formatting

Bundled Documents

Translations & Dual Language Documents

Instructions & Help

Automated Data Extraction

Advanced Document Automation