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  2. AODocs library administration — for administrators
  3. Create and configure workflows
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Create and configure workflows

Find out how to create and configure workflows. Learn how to configure workflow states and notifications, add workflow transitions, force workflow actions and set workflow permissions.

  • What are workflows?
  • Step 1: Assessment of your business need
  • Step 2: Create workflow states
  • Step 3: Add workflow transitions
  • Step 4: Create workflow email templates
  • Step 5a: Configure workflow emails – Action emails
  • Step 5b: Configure workflow emails – Action reminders
  • Step 5c: Configure workflow emails – Notifications
  • Step 5d: Mute notifications
  • Step 6: Set workflow permissions
  • View your workflow
  • Force workflow actions
  • [Release 44 - New Workflow] Migrate "Versions" menu to "Draft state"