Workflows & templates
Create, configure, and automate your business processes step-by-step.
30 articles
- Send documents of your workflow to recipients
- Manage documents added to workflow
- Add tags to workflow
- Workflow versioning
- Basics of the workflow creation
- Manage workflows [mobile app]
- Assign recipients in PDF editor
- Duplicate workflow
- Manage workflow
- Create your workflow
- Share workflow with teammates
- Approval step
- How to automatically delete completed documents in a workflow
- Notifications for documents started via shareable link