Workflows

Workflows are the systematic flow in which documents are processed. This flow differs from organization to organization and from process to process. Workflows section allows you to add, design, and manage the Workflows.

• In the Configuration Area, access Workflows module by scrolling down to Workflow & Automation section as shown in the below screen.

 

 

The following are the topics covered in Workflows section:

• Adding a new Workflow
• Managing the Workflows