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Self-paced Onboarding: Workflow
Updated over a year ago

Editor 2.0

Difficulty Rating: ◉◉◎◎◎

Watch Time: 3 min

Configuring your workflow is critical to maximizing your team’s efficiency. This video will cover how to automate as much of your workflow as we can, including:

  • Adding approvals

  • Organizing the signing order

  • Adjusting the template settings

Now that you have your template fully configured, let’s create and send a document.

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