Collaboration & Workflows

Build a Custom Workflow

Design a review and approval workflow that matches how your organization actually signs things off.

What this demo covers

1. 1

   Create a workflow and add review stages in the order you need them.

2. 2

   Mix sequential and parallel stages so reviews that can happen at once, do.

3. 3

   Assign reviewers and approvers to each stage, and set the deadline for each.

4. 4

   Run a document through the workflow and watch the audit trail build as it goes.