Document Workflow & Approvals
Learn how Workflows can to aid your document life-cycle management using process modeling and approvals.
15 min | 9 Tasks
Task 7: Set Flow Properties
Now that the Workflow is completed with Stages, Approvals and Flows, we will add triggers to ensure a quick and accurate Workflow. These triggers will help automatically move a document to a new Stage, or control how users manually move documents through a Workflow.
Click the Flow between the “Ready For Signature” and “Executed” Stages.
In the right menu:
- First, open the dropdown of Manual triggers and select “Signing process started”.
- Next, open dropdown of Automatic triggers and select “Document was signed”. Then activate the Manual Triggers function.
Color Guide to Type of Flow:
- Dotted Line –Manually
- Solid Line –Automatically (Also possible to activate Manual Triggers in addition)
- Green Flow – Granted Approval
- Red Flow – Rejected Approval