Start A Workflow From Documents

Ayman Khalaf |
0 step |
38 seconds

Plexapro

Click "Documents"

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Select the Folder the Documents are in.

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Select the files you wish to include in the workflow.

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Click "Start Workflow"

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Select the Template you want to use.

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Edit the "Title" field if required.

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Edit the "Description" field if required.

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Attach any further documents if required.

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Edit the assignee if required.

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Edit the Duration if required.

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Edit the workflow step description if required.

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Click "START WORKFLOW"

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