Managing Workflows for admins and approvers
By Tim and 2 others3 authors14 articles
- Bulk-invite users to complete a workflow with CSV upload
- Add custom fields to the Workflows response table view
- Team Permissions - Workflows
- Set up approval conditions for a workflow
- Delegated Workflows Responses
- How to export workflow responses to CSV
- Admin - Add a Workflow Response
- Approving or Rejecting Workflow & Permit Responses
- Create, edit and assign tags in Workflows
- Manage your Workflows notification settings in the web dashboard
- Exporting a PDF copy of a workflow response
- Multi Contractor Permits
- Workflow Response Company & Date Editing
- Setting up a data retention policy for Workflows
