or

5.2. Create a Workflow

Two Steps Before You Start

Before creating a workflow, please make sure to have the main components ready:

— Users and/or Groups that will participate in a workflow

— Documents that will be shared available either in Fluix Storage or one of the 3rd party storage.

How to Create a Workflow?

To start building a workflow, go to Configuration -> Workflows, and click on the New Workflow button:

To build a workflow, you’ll need to:

— Add participants (Users or Groups) that this workflow is going to be applied for 

— Select the incoming source for the documents that your users will access and work with on their devices 

— Decide upon submit rules for the documents that will be sent by users to the next stage

To start, follow to the next article Step 1. Adding Participants. 

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