All About Workflows (Quick Reference)

Modified on Wed, Feb 26 at 11:43 AM

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
Document processing tasks
Logic tasks
Workflow state tasks
Run & share workflows
Participants in a workflow

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

Document Processing

Combine Documents (Workflow Document Processing Task)
Create ZIP File (Workflow Task)
Generate Document from Form Data (See Document Processing Tasks for more information.)
Generate Document Summary with AI (See Document Processing Tasks for more information.)

Logic Tasks

Create Properties
Logic Branch (See Logic Tasks for more information.)
Parallel Branch (See Logic Tasks for more information.)
Link
Timer

Workflow State Tasks

Complete Workflow
Cancel Workflow
Setting Milestones in a Workflow
Static Content
Update Title (See Workflow State Tasks for more information)

Participants in a Workflow

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