Launching a new workflow can be accomplished in just a few simple steps.
Step 1
Login to your Ironclad account
Step 2
Go to the Dashboard
Step 3
Click Start Workflow and select the one you want to create from the dropdown menu. This will launch the workflow and allow you to enter the information needed to initiate the agreement.
If your Launch Form is not ready to be submitted, you can now Save the Launch Form for all Workflow Designer templates. You can Save the form, and then either Update or Delete the form once you cone back to it.
These will be saved under the Start Workflow button at the very top, entitled "Saved Forms."