Workflows

Overview

• How to create your first Workflow in just a few minutes
• How to Create a Workflow with DocuSign
• How to Test Your DocuSign Workflow

Form Setup

• Overview: Customize Form and Workflow Options
• Customize Form Headers
• How to create a custom Form
• Connect Questions and Sections

Form Customization Fields and Options

• How to use the Form type to create custom fields
• Simple Approval Steps and Scripts
• Add Actions
• Role-based Distribution
• Child Workflow
• Create forms with repeatable sections

Form Features

• Value Type features and details

Workflow Setup

• Running Workflows from Inside Custom Tables
• Connecting Workflow Steps

Creating and Using DOCX Files

• How to create a DOCX with placeholders
• How to generate WORD DOCX documents automatically

Rules, Logic and Conditions

• How to manage Conditional Fields

Advanced Workflows with Data Objects

• Data Object with Multi-value fields