Return to Knowledge PanelWhy do I want to use Workflows?
For situations where users sign similar documents repeatedly, Workflows can improve efficiency. For example, if you typically manage documents signed by an Author and Signatories, you can save the appropriate Workflow States and Signatories to a Workflow. Then, when you receive a new document from the author, you can simply apply the Workflow to the document when you create an ePak. This approach is faster than re-creating Workflows on each new document, however if you choose to you may use the Quick Workflow tool to create a custom workflow every time you upload a document. Quick Workflows are for one-time use and cannot be re-used (however you can use the Workflow menu to save a quick workflow as a workflow template when you are creating your quick workflow). Regular saved Workflows can be re-used and also shared with other Custodians within your organization.
Why should I use Workflows?
For situations where users sign similar documents repeatedly, Workflows can improve efficiency. For example, if you typically manage documents signed by an Author and Signatories, you can save the appropriate Workflow States and Signatories to a Workflow. Then, when you receive a new document from the author, you can simply apply the Workflow to the document when you create an ePak. This approach is faster than re-creating Workflows on each new document.
