Workflows

Take the hassle out of chasing qualifications and keep your workforce compliance up to date. Here you'll learn everything you need to know to master Sine Workflows!

Mitch Pinnegar avatar Stacey Avery avatar Tim Cameron avatar +2
21 articles in this collection
Written by Mitch Pinnegar, Stacey Avery, Tim Cameron and 2 others
Managing Workflows for admins and approvers

Bulk-invite users to complete a workflow with CSV upload

Easily invite your users to complete a workflow with CSV upload and simple tracking of their completion status.
Nick Rivett avatar
Written by Nick Rivett
Updated over a week ago

Add custom fields to the Workflows response table view

Quickly view essential workflow information from the response table view, with 'Available in Table' for multiple choice and text box fields.
Nick Rivett avatar
Written by Nick Rivett
Updated over a week ago

Team Permissions - Workflows

This article explains how to provide and manage access for the Sine Workflows admin dashboard
Mitch Pinnegar avatar
Written by Mitch Pinnegar
Updated over a week ago

Set up approval conditions for a workflow

Use approval conditions to flag responses for manual review, while 'correct' responses are automatically approved.
Nick Rivett avatar
Written by Nick Rivett
Updated over a week ago

How to export workflow responses to CSV

Export the content of your workflow responses to a CSV
Nick Rivett avatar
Written by Nick Rivett
Updated over a week ago

Admin - Add a Workflow Response

Manually add a workflow response from within the Workflows Admin Dashboard.
Tim Cameron avatar
Written by Tim Cameron
Updated over a week ago

Approving or Rejecting Workflow Responses

This article demonstrates how to approve or reject responses received from a visitor.
Silky Arora avatar
Written by Silky Arora
Updated over a week ago

Create, edit and assign tags in Workflows

Everything you need to know to get started with Tags for Sine Workflows
Nick Rivett avatar
Written by Nick Rivett
Updated over a week ago

Manage your Workflows notification settings in the web dashboard

For team admins, here's all the options you have to manage your notification settings within Workflows.
Mitch Pinnegar avatar
Written by Mitch Pinnegar
Updated over a week ago