Workflows

Find everything you need to know to manage workflows

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14 articles in this collection
Written by Oscar Rivas

How to add signers and modify data?

Actions that you must follow in the signing step
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Written by Oscar Rivas
Updated over a week ago

How to start a quick start workflow?

Learn how to start a process without a prior request
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Written by Oscar Rivas
Updated over a week ago

How to complete a step of a Workflow (process)?

Did you get a notification to complete a step in a Workflow? Here you will find how to do it.
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Written by Oscar Rivas
Updated over a week ago

How to change the name of the Process?

The name you assign to your Processes will help you identify it even if it is finished.
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Written by Oscar Rivas
Updated over a week ago

How to cancel a workflow (process)?

Learn how to cancel your processes that will not be done anymore.
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Written by Oscar Rivas
Updated over a week ago

How to rewrite a contract in a Workflow (process)?

Action that allows modifications to the document.
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Written by Oscar Rivas
Updated over a week ago

Why is the workflow notification not arriving?

Notification of activation of steps of a process that the system sends automatically.
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Written by Oscar Rivas
Updated over a week ago

Why can't I approve a workflow step (process)?

Know the reasons why you may not be able to approve a workflow step
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Written by Oscar Rivas
Updated over a week ago

How to remove signers or modify data in an active workflow or process?

Learn how to delete or modify the data of the signers in the active process.
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Written by Oscar Rivas
Updated over a week ago

How to create a query in a workflow?

This action provides the ability to stop the step timer and query a user.
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Written by Oscar Rivas
Updated over a week ago

How to return a step?

Action that allows you to go back one step in a process.
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Written by Oscar Rivas
Updated over a week ago

How to cancel a signing ceremony?

Action that allows us to cancel a signing ceremony.
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Written by Oscar Rivas
Updated over a week ago

How to reassign a responsible user in a workflow or process? (for template administrators and administrators)

Learn how to reassign a responsible user in a process.
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Written by Oscar Rivas
Updated over a week ago

How do I perform the automatic classification?

Learn to automatically classify your documents.
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Written by Oscar Rivas
Updated over a week ago