Workflows in SureDrive
This page is being migrated from the legacy help documentation. Full content will be available soon.
Overview of Workflows
What workflows are and how they are used to manage the controlled movement of documents through review and signing processes.
Completing a Forms Workflow
How to complete a form assigned to you through a workflow.
Completing, Reviewing, and Signing a Forms Workflow
How to complete, review, and sign a form in a combined workflow step.
Reviewing Documents Workflow
How to complete a review step for a document workflow.
Reviewing and Signing Documents Workflow
How to review and sign a document in a combined workflow step.
Reviewing a Forms Workflow
How to review a form submitted by another user.
Reviewing and Signing a Forms Workflow
How to review and sign a submitted form.
Signing Documents Workflow
How to sign one or more documents assigned to you through a signing workflow.
Signing a Forms Workflow
How to sign a form in a signing workflow step.
Uploading Documents Workflow
How to upload documents as part of an upload workflow.
Uploading and Signing Documents Workflow
How to upload and sign documents in a combined workflow step.
Using the eSigning Workflow
How to initiate and complete an eSigning workflow for documents stored in SureDrive.
eSigning Documents
How to apply an electronic signature to a document using your eSign credentials.
Signing Local Documents
How to sign a locally stored document and upload the signed copy to SureDrive.
Completing Tasks
How to view and complete workflow tasks assigned to you from the Tasks panel.