How to Set Up Workflow?
Nikola
Last Update één jaar geleden
Workflow manages repetitive tasks within a specific process phase. It outlines actions automated when our request enters that phase. A process shows the bigger picture, while a workflow focuses on the actions needed for each phase.
Refer to ‘How to Set Up DocsCube Process’ for detailed setup instructions. After setting up a phase, create a workflow that triggers when a request enters that phase.
Add workflow actions by clicking the plus icon.
All information from the Request Form and data from previous phases will be available as variables in the workflow action setup.
Workflow actions include: generate document, generate webform, prefill document, create party, send webform for input, send email, send for approval, send for signing, create notification, create task, and set delay.
