Self-paced Onboarding: Workflow

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Tricia Timney
  • Updated

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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