# Use Classic Workflows

> Publish a template, send it to a customer, and review their work.

Language: en-US. Product guide: https://agencymesh.com/help/legacy-workflows/.

Last reviewed October 6, 2026 by AgencyMesh Product Support · Checked against release 2026.09

Classic Workflows use a published [Template](https://app.agencymesh.app/workflows/templates) for one customer. For **Saved Workflows** and **Task Library**, use [Create a Workflow](/help/process-workflows/).

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## Build a template

1. In **Templates**, choose **New Template**. Enter **Template name** and **Customer Copy**.
2. Under **Steps > Add**, choose a task. In **Step Editor**, enter **Customer step title**, **Customer instructions**, and its requirements.
3. For photos or PDFs, use **Add Photo** or **Add PDF**. For questions, set the text limit or use **Add Option** for choices. For E-Sign, choose saved PDFs or **Upload PDFs later**.
4. Turn on **Require agent approval before next step** if staff must accept the work. Complete needed **Spanish** text, **Save Draft**, then reopen to finish fields and **Publish**.

Use **Customer Preview** before publishing. **Duplicate** copies a plan; **Archive** removes it from normal use. Changes to a template do not change a Workflow already in use.

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## Send it to a customer

1. Open [Assign Workflow](https://app.agencymesh.app/workflows/assign). Choose **Template**, **Customer language**, and **Office**; enter **Customer name**, **Reference**, and contact details.
2. Set **Due date**, **Expiration date**, and **Link duration**. Choose **Email**, **SMS**, or both, then **Assign Workflow and Send**.
3. If the first E-Sign task needs PDFs or fields, finish that setup. **Audit Timeline** shows invitation delivery.

Spanish needs the template’s Spanish text; it does not translate PDFs.

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## Review and finish

1. Find the record in [Workflows](https://app.agencymesh.app/workflows/). Open the submitted answer or file.
2. Enter **Review note**, then **Approve & Continue** or **Request Changes**. To replace one item, first select **Request this photo again** or **Request this document again**.
3. At **Final Signoff**, enter **Full name** if using an Office account. Add optional **Notes**, then **Sign Off & Complete**.

- **Reminder** resends an invitation. **Send Link** is available for Draft, Paused, or Changes Requested.
- Under **Comments**, choose **Internal** or **Customer visible**, enter text, then **Add**. Use the customer’s language for visible comments.
- **Cancel Workflow** stops work. Eligible finished, canceled, or expired records offer **Reopen Workflow**; **Archive** removes them from normal active use.
- For an **Imported E-Sign**, only **Staff Notes > Add** is editable. Signing records stay read-only.

## Related guides

- [Start a Workflow](https://agencymesh.com/help/customer-workflows.md)
- [Create and manage Workflows](https://agencymesh.com/help/process-workflows.md)
- [Complete your Workflow tasks](https://agencymesh.com/help/workflow-participant-experience.md)