Workflow Configurations
- Persisted Roles
- Create a Property
- Add an Existing Property
- Edit a Property
- Remove a Property
- Delete a Property
Document Tab
- Document Tab Overview
- Properties and Conditions Overview
- Formulas Overview
- Recipe: Enable Track Changes by Default for Workflow-Generated Documents
- Common Formula Use Cases
- Default Workflow Properties
Create Tab
- Create Tab Overview
- Property Types in Workflow Designer
- Signature Form Properties Overview
- Use Clauses in Workflow Designer
- Add a Counterparty Form
- Form Types in Workflow Designer
Review Tab
- Review Tab Overview
- Configure Approvers
- Manage Document Permissions During the Review Step
- Build Conditional Role Assignments
- Create a Conditional Role Assignment in Workflow Designer
- Configure Approval Resets in Workflow Designer
Sign Tab
- Signature Coordination Overview
- Select a Signature Provider for a Signature Packet
- Configure Signatures
- Configure Signature Coordinators
- Sign Tab Settings in Workflow Designer
- Create a Conditional Role Assignment in Workflow Designer