Initiate Workflow

To initiate an administrative workflow, follow the steps below:

1. Check out an effective document and check back in the updated version.

   

2. Click on the paper plane icon which indicates the document is ready for workflow or select the three-dot menu and select the Initiate Workflow option.

   

3. On the Workflows wizard, select the appropriate workflow for specific document type.

   

4. Specify the number of approvers to complete a stage in the workflow in the Minimum Number of Approvers section and click on the Next button.

   

5. Within the eSignature step, select the signers who should review the document and click on the Review button.

   

6. In the Review & Confirm step, verify the details and click on the Add Document(s) to the Workflow button for users to begin the review.