Create Workflows
Click Add from the Workflows page. The Send For Sign page appears.
Refer to the following table and fill in the fields under Workflow Details:
|
Field |
Description |
|---|---|
|
Workflow Name |
Name of the workflow. |
|
Select a view to link |
Map a view from the drop-down list. The document is saved based on the view that the user selects. On selecting the preferred view, the Enter Index Values fields appear. |
|
Expiry Date |
Select an expiry date for the workflow using the date picker. By default, the date is selected in the mm/dd/yyyy format. |
|
Enter Index Values |
Enter the values in the fields that appear based on the view that users select while creating the workflow. |