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How does the owner or advisor create a workflow | Experivise

All collectionsTeam Users (Owner & Advisors)How does the owner or advisor create a workflow

How does the owner or advisor create a workflow

The owner or advisor can create a workflow by accessing the templates section, clicking on the Create Workflow button, and filling out the required fields such as title and documents. Once completed, they can assign it to relevant participants and reviewers.

Follow the steps below to create and assign a workflow in the system.

1. Log In

Enter your email and password in the login form.
Click Sign In to access your account.

2. Navigate to Workflows

Locate Workflows in the sidebar menu and click on it.

3. Access Templates

Go to the Templates section.
Click the Create button at the top-right corner of the page.

4. Create a Workflow

Enter the workflow title in the Title field.
Select a document from the Documents dropdown.
Click Save and Assign to continue.

5. Assign the Workflow

The Assign Workflow form will appear. Fill in the following fields:

Advisor: Select an advisor from the dropdown.
Clients: Choose the relevant clients.
Final Reviewer: Add the final reviewer.
Reviewers: Add reviewers if required.
(Optional — used when the owner wants the advisor to review the workflow.)
Receiver: Specify the receiver (optional).
Note: Add any additional information in the text area (optional).

Once all required fields are filled, click Assign Workflow.

You have now successfully created and assigned a workflow.

Notes: With the help of this video, you can create a workflow template.

Video Link For Workflo Create : https://jam.dev/c/13b88719-8ff9-474b-acb0-dec5ed596457
Video Link For Workflow Assignment: https://jam.dev/c/f90aafad-6e21-46fc-8cf3-21490d4b79d0

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