All About Workflows (Quick Reference)

View our Pricing & Plans for a detailed list and comparison of features available in each plan. Have you mapped out your process and determined the information required to build your workflow? Would you now like a quick reference to all things workflow without having to search or filter information? You’re at the right place!

Workflow

Use one of our workflows from the library, import a workflow, or create one using the workflow builder.

Note: Throughout the Workflow Builder, question mark icons

have been added with helpful information and tips on navigating the platform.

Workflow Instance Basics

Workflow Settings
- Set or modify workflow name and description.
- Define viewer access permissions for the workflow instances, and retention periods for completed workflow instances and their associated data.
- Set the workflow instance title.
- Configure an expiration timer for a workflow.
- Customize the workflow URL for sharing.
Customize Workflow Names
Customized Workflow URLs

Workflow Tasks

User Tasks

Send & Save Tasks

Document Processing Tasks

Logic Tasks

Workflow State Tasks

Participants in a Workflow

Types of Tasks (Workflows) Select and Configure a Document for a Workflow Task Use Docx in Workflows Check a Workflow Status Edit a Workflow After it has Been Published and Run How to Build a Workflow (Blog) Additional Resources Need more help getting set up? Contact us for assistance from our customer support team or register for Office Hours.