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Steps for a client to complete their workflow | Experivise

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Steps for a client to complete their workflow

Clients complete their workflow by opening assigned workflow in their portal, filling out the required fields, and saving or submitting the workflow when finished.

Steps for Client Workflow

1. Log in to the System

Enter your registered email and password.
Click the Sign In button.

2. Access the Assigned Workflow

Locate the assigned workflow card in your system.
Click the Initiate Workflow link.

3. Complete the Required Fields

Fill in all required fields in the Fulfillment section with accurate information.
Click the Next button to proceed.

4. Confirm Workflow Initiation

Once the workflow is successfully initiated, click the View button to review it.
Notes: With the help of this video, you can fill out your workflow.

Video Link: https://jam.dev/c/8bb29877-b435-491d-894b-8f984d61c951

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