All About Workflows (Quick Reference)

Modified on Thu, Sep 19 at 1:21 PM

View our Pricing & Plans for a detailed list and comparison of features available in each plan. Have you mapped out your process and determined the information required to build your workflow? Would you now like a quick reference to all things workflow without having to search or filter information? You’re at the right place! In this article:

Workflow
Workflow instance basics
User tasks
Send & save tasks
Logic tasks
Workflow state tasks
Run & share workflows
Participants in a workflow
And more

Workflow

Use one of our workflows from the library, import a workflow, or create one using the workflow builder. Note: Throughout the Workflow Builder, question mark icons have been added with helpful information and tips on navigating the platform.

Workflow Instance Basics

User Tasks

Send & Save Tasks

Logic Tasks

Workflow State Tasks

Participants in a Workflow

And More

Please see Related Information for some additional articles you will find useful. Check out our videos and webinars on workflow! Here are our Workflow Builder Bootcamp webinars (four part series) with time stamps (in parenthesis) to the main topics covered (although the UI in the webinars may vary slightly from the app, the concepts still hold):

Workflow Builder Bootcamp: Part 1
- Terminology (3:18)
- Build a custom workflow (4:18)
- Instance basics (5:48)
- User tasks (10:40)
- Revert workflow (12:36)
- Fill & sign (21:33)
- Send & save (24:41)
- Document processing tasks (31:59)
- Logic tasks (38:28)
Workflow Builder Bootcamp: Part 2
- Workflow states & how to use it (3:25)
- Web forms (10:02)
  - Field configurations (11:53)
  - Checkboxes (23:01)
  - Multiple choice (25:57)
- Logic fields and branching (27:31 & 35:33)
- Export workflow data
  - As Excel or CSV file (37:27)
  - Generate the data on a document (38:26)
- Web form data auto saves (39:01)
Workflow Builder Bootcamp: Part 3
- Send & save
  - Emails (3:57)
  - Exporting (9:16)
- Webhooks and Zapier events (12:30)
- Combine document & create ZIP files (17:33)
- Generate documents from data:
  - Using AI to summarize (21.55)
  - From form data (25:23)
Workflow Builder Bootcamp - Part 4
- Requirement gathering (3:17)
  - Start a workflow (9:27)
  - When to use each task (10:04)
- Adding Back buttons (38:56)

Types of Tasks (Workflows) Use Docx in Workflows Check a Workflow Status Edit a Workflow After it has Been Published How to Build a Workflow (Blog) Additional Resources Need more help getting set up? Contact us for assistance from our customer support team.