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 are available either in Fluix Storage or one of the 3rd party storage.
How to Create a Workflow?
To start building a workflow, go to Workflow Setup -> 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 the next article Step 1. Adding Participants.
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