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Workflows in the Desktop Client

Content in Progress

This page is being migrated from the legacy help documentation. Full content will be available soon.

Working with the Workflow Navigator and Workflow Viewer

Creating a Workflow

Available workflow types:

  • Reviewing Documents Workflow
  • Reviewing and Signing Documents Workflow
  • Reviewing Forms Workflow
  • Reviewing and Signing Forms Workflow
  • Signing Documents Workflow
  • Signing Forms Workflow
  • Uploading Documents Workflow
  • Uploading and Signing Documents Workflow
  • Completing, Reviewing, and Signing Documents Workflow

Creating a Workflow Template

Creating a Workflow Report

Adding or Removing Users from a Workflow Process

Delegating or Reassigning Users

Managing Workflows