Document Workflow & Approvals

Learn about document workflows (contract life-cycle management) modeling including document approvals.

25 min | 9 Tasks

Course Goals

In this course, you will learn how to create a Workflow for your Documents, using:

  • Stages
  • Modifiable Approvals
  • Fixed Approvals
  • Flows

After completing this course, you will be able to create and use Workflows to ensure that your documents move efficiently and accurately within their respective life-cycles.

Start the course
All Tasks

Task 1: Create New Workflow
Task 2: Create Workflow Stages
Task 3: Set Stages’ Properties
Task 4: Insert Modifiable Approval
Task 5: Insert Fixed Approval 
Task 6: Create Additional Flows
Task 7: Set Workflow Properties
Task 8: Assign Workflow to Template
Task 9: Test Workflow

 
 
All Courses

Document Drafting Automation Basics

Workflow & Approvals

Document Formatting

Bundled Documents

Translations & Dual Language Documents

Instructions & Help

Automated Data Extraction

Advanced Document Automation

Build Address Book for Templates

Build Project Management Application

Build Vendor Management Application