This topic will walk you through how to launch a workflow.
You can easily launch a new workflow, and save the launch form for later if you are not ready to submit it.
- In Ironclad, click the Dashboard tab.
- Click Start Workflow and hover over the workflow template name to preview the form. If this is the workflow you want to create, click Start Workflow. The workflow launches and allows you to enter the information needed to initiate the agreement.
- If you are not ready to submit your launch form, click Save Form. To view the saved form, click the Start Workflow button and it is located under the Saved Forms section. You can then update or delete the form.