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Workflows
Learn how to build and manage your workflows
Adding Steps Needing Review
Workflow Variables
Testing Your Workflow
Using Steps Needing Review
Conditional Branches
Blue Checkmark
Starting a Submission
Renaming or Deleting a Workflow
Workflow Directory
Workflow Collaborator Roles
Updating Forms in Your Workflow
Workflow Navigation Bar
Building a File Upload Step
Accessing Your Workflow ID#
Creating a New Workflow
Defining Your Process Before Building
File Transfer Step
Completing a File Upload Step
Building a Form Step
Configuring the Start of a Workflow
Identifying a Process Bottleneck
Building an Approval Step
Building a Notification Step
Completing an Approval Step