How does the owner or advisor create a workflow

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 the Sign In button to access your account.

2. Navigate to Workflows

   • Locate the Workflows title in the sidebar menu and click on it.

3. Access Templates

   • Go to the Templates section.

   • Click on the Create Workflow button located 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 menu.

   • Click the Save and Assign button to save the workflow.

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 as needed.
       ( This is an optional field in a case when owner wants Advisor to review it )

     • Receiver: Specify the receiver.
       (optional)

     • Note: Optionally, add additional information in the provided text area.
       (optional)

   • Once all fields are filled, click the Assign Workflow button.

You have now successfully created and assigned a workflow.

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

Video Link: https://share.nmblc.cloud/75d3899c
Video Link: https://share.nmblc.cloud/14cdf6ec