Workflow Designer

Designing Workflows

• Third Party Paper on Workflow Designer
• Best Practices: Word Formatting
• Workflow Designer Preview Mode
• Duplicate Workflow Design
• Custom Email Configuration on Workflow Designer

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

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

ARCHIVE

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