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  2. Workflow Designer

Workflow Designer

Designing Workflows

  • Duplicate Workflow Design
  • Third Party Paper on Workflow Designer
  • Best Practices: Word Formatting

DOCUMENT

  • How to Build a Workflow Using Workflow Designer
  • Creating a Conditional Clause in Workflow Designer
  • Searchable Record Properties in Workflow Designer
  • Dynamic Tables

FORM BUILDER

  • Form Field Types in Workflow Designer
  • Customizing Form Fields in Workflow Designer
  • How to Add a Counterparty Form in Workflow Designer
  • Using Advanced Conditions in Workflow Designer
  • Hyperlinks in the Launch Form
  • Related Records in Workflow Designer

REVIEW

  • Approval Reset Configuration
  • Modifying Roles in Workflow Designer
  • Download and Share Draft Permissions on Workflow Designer

SIGN

  • Customize eSignature Experience on Workflow Designer
  • Configuring Signatures in Workflow Designer
  • Document Ordering in Workflow Designer
  • Signature Coordinator Role
  • Custom Email Configuration on Workflow Designer

ARCHIVE

  • Archive Record Properties
  • Record Type Configuration
  • Naming Files and File Paths
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