Document Workflow & Approvals
Learn how Workflows can to aid your document life-cycle management using process modeling and approvals.
15 min | 9 Tasks
Task 8 Assign Workflow to Template
Step-by-Step Guide
Step 1: Assign your Workflow
Return to your Dashboard.
Open the Template Administration area of your training Loan Agreement template. Clicking the down-arrow on the Create button and select Edit on the Template Suite Placeholder. If you have not completed the lesson on Template Administration, open the Template Administration area in Legito’s sample Template (typically Contractor Agreement).
Open the Assigned Workflow dropdown in the right menu and choose Training Workflow.
Now you can exit the Template Administration area and test the Training Workflow.