Skip to content
AgencyMeshAgencyMesh Docs

Use Classic Workflows

2 min readReviewed
About this guide

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

Classic Workflows use a published Template for one customer. For Saved Workflows and Task Library, use Create a Workflow.

Build a template

Section titled “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.

Send it to a customer

Section titled “Send it to a customer”
  1. Open Assign Workflow. 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.

Review and finish

Section titled “Review and finish”
  1. Find the record in 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.
Section titled “Related guides”