Start a Workflow

Use Workflows for several customer or staff tasks. Workflows are separate from standalone E-Sign requests.

Choose a starting point

• Saved Workflows: click Use This Workflow to reuse a plan. Build a reusable plan.
• New Workflow: build a plan for this customer. Follow Create a Workflow.
• For a Classic Workflow, open Templates or Assign Workflow. Follow Classic Workflows.
• Only need PDFs signed? Use Send an E-Sign request.

Start and send

1. Complete Details, add customer details in People, then assign work in Tasks.
2. In Review & Start, select an item under Needs attention to fix it. Click Start & Send 1 Invite (the count changes), or Start Workflow when no invite is ready. Save Draft lets you finish later.

To resume a draft, open it and choose Review & Start. Use More > Edit Draft to change it before starting.

Keep work moving

1. On Workflows, choose an office and status, then Search. The status cards also filter the list. Open the customer’s record.
2. Use Set Up for missing details, Open Task for staff work, or Review to approve work or request changes. Use Start Step when a step waits for staff.
3. In People, use Remind to send a reminder or Replace & Copy to replace a private link. Activity shows delivery results.
4. Use Complete Workflow when final review is ready. Share Complete your tasks with customers who need help.

Finishing setup in a started Workflow can send invitations. Share each private link only with its intended person.

Related guides

• Use Classic Workflows
• Create and manage Workflows
• Send an E-Sign request