Self-paced Onboarding: Workflow
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.