All About Workflows (Quick Reference)

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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!

In this article:

• Workflow
• Workflow instance basics
• User tasks
• Send & save tasks
• Logic tasks
• Workflow state tasks
• Run & share workflows
• Participants in a workflow
• And more

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.

• Create a Workflow
• Share a Workflow
• Export and Import Workflows
• Getting Started with the Workflow Builder

Workflow Instance Basics

• Workflow Settings
• Customize Workflow Names
• Customized Workflow URLs

User Tasks

• Web Form (User Task)
  • Add an Image to a Form (Workflow)
• Fill and Sign Task (Workflow User Task)
• Use a View File Task (Workflow User Task)
• Reminders and Escalations in Workflows

Send & Save Tasks

• Add Email Notifications in a Workflow
• Download Workflow Documents
• Configure and Use Webhooks in Docubee
• Setting Up Your Pipedrive Integration with Docubee via Zapier
• Zapier Integration with Docubee
• Export Document:
  • Sharepoint
  • Amazon S3 bucket
  • Google Drive
  • Salesforce
  • Dropbox

Logic Tasks

• Use Properties in Your Workflow
• Create Branches in a Workflow

Workflow State Tasks

• Complete Workflow (Event Task)
• Cancel Workflow (Event Task)
• Setting Milestones in a Workflow (Workflow State Task)
• Static Content (Workflow State Task)

Run & Share Workflows

• Run a Workflow
• Run Multiple Workflows
• Remove a Completed Workflow
• Suspend & Resume Feature (Workflow)
• Send Workflows and Tasks Using Dynamic Delivery Methods

Participants in a Workflow

• Access Workflow Tasks Assigned to You
• Add Attachments During a Workflow
• Preparing a Document (Workflows)

And More

Please see Related Information for some additional articles you will find useful.

Check out our videos and webinars on workflow!

Here are our Workflow Builder Bootcamp webinars (four part series) with time stamps (in parenthesis) to the main topics covered (although the UI in the webinars may vary slightly from the app, the concepts still hold):

1. Workflow Builder Bootcamp: Part 1
   • Terminology (3:18)
   • Build a custom workflow (4:18)
   • Instance basics (5:48)
   • User tasks (10:40)
   • Revert workflow (12:36)
   • Fill & sign (21:33)
   • Send & save (24:41)
   • Document processing tasks (31:59)
   • Logic tasks (38:28)
2. Workflow Builder Bootcamp: Part 2
   • Workflow states & how to use it (3:25)
   • Web forms (10:02)
     • Field configurations (11:53)
     • Checkboxes (23:01)
     • Multiple choice (25:57)
   • Logic fields and branching (27:31 & 35:33)
   • Export workflow data
     • As Excel or CSV file (37:27)
     • Generate the data on a document (38:26)
   • Web form data auto saves (39:01)
3. Workflow Builder Bootcamp: Part 3
   • Send & save
     • Emails (3:57)
     • Exporting (9:16)
   • Webhooks and Zapier events (12:30)
   • Combine document & create ZIP files (17:33)
   • Generate documents from data:
     • Using AI to summarize (21.55)
     • From form data (25:23)
4. Workflow Builder Bootcamp – Part 4
   • Requirement gathering (3:17)
     • Start a workflow (9:27)
     • When to use each task (10:04)
   • Adding Back buttons (38:56)

Related Information

Types of Tasks (Workflows)
Use Docx in Workflows
Check a Workflow Status
Edit a Workflow After it has Been Published
How to Build a Workflow (Blog)
Additional Resources

Need more help getting set up? Contact us for assistance from our customer support team.