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.