Working with workflow
Learn how to create and manage workflows.
Workflow setup
Learn how to create, configure, and manage workflows — from adding documents and assigning fields to setting access, using elements, and executing workflows.
Add documents to workflow
Assign fields in the document for a specific step
Create workflow
Signer element
Go to element
Decision element
Execute workflow
Bulk workflow execution
Setting document access and visibility in the workflow
Use a start link to start your workflow
Fields navigation
Triggers for automatic workflow execution
Enable the trigger to automatically send documents in your workflow.
“Google Sheets update” trigger start
“On schedule” trigger start
“Start from external event” trigger start