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Document Workflow & Approvals

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

15 min | 9 Tasks

Task 1: Create New Workflow

To create a new Workflow, go to the Workflows Administration area. To get to there :

  • Find the “My Account” dropdown on the left side of top menu on any main landing page,
  • Choose “Settings”,
  • Choose “Workflows” from the left Column of the following page.

Now click the green Create Workflow button in the top right corner of your screen.

Add, “Training Workflow” to the Name field, and click Create.