Document Workflow & Approvals
Learn how Workflows can to aid your document life-cycle management using process modeling and approvals.
15 min | 9 Tasks
Task 8: Assign Workflow to Template
Return to your Dashboard.
Open the Template Administration area of the of your training Loan Agreement template. Do this by clicking the Edit button on the Template Suite Placeholder. If you have not yet completed the lesson on Template Administration, open the Template Administration area of Legito’s sample Template (typically Contractor Agreement).
Now open the Assigned Workflow dropdown in the right menu and choose Training Workflow.
Now you may exit the Template Administration area. You’re now ready to test the Training Workflow.