Help > Documents > Admin Guide > Workflows > Step 1. Adding Participants

Step 1. Adding Participants

The first step in creating a workflow is adding participants. You can select either single users or groups of users. To apply the workflow to all users in the account, select All Users:

Once the participants are added, in the left-hand sidebar you will see a list, which you can alter by dragging blocks around, replacing, deleting, or adding new participants:

Name the Workflow

In the top left corner, type in the workflow name. The name will be visible for the admins only, the end-users won’t see it on their devices.

Once ready, the next step is to create a submit rule for the selected participant. Please, proceed to the next article Determining document sources for details.

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