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  2. Workflow

Workflow

Workflow Templates

  • Default Job Templates
  • How to add a template to multiple entities
  • How to use Job Templates

Job & Task Setup

  • Creating a job from a document using SmartDocs
  • How do Task Triggers work?
  • How to bulk reassign a Jobs and Tasks allocated to a user
  • How to create a Job and allocate to user
  • How to create a Job Status
  • Notifications - Workflow
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Workflow Views

  • What is Workflow?
  • Workflow Entities
  • Workflow Jobs
  • Workflow Overview

Workflow

  • Workflow - FAQs
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