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Company Workflows Overview

The Workflows feature is run on a Company Profile via the Workflow Wizard, which provides different templates that mirror your company's business processes using a series of steps that are assigned, completed, and tracked. The wizard allows you to select the template and the team members needed to accomplish the workflow. Once a workflow step is completed, you and the other team members are notified via email so that attention can be directed to the next step. Communication with members of the workflow team may also be available from a workflow step. Documents can be uploaded and stored in a workflow for review and editing by members of the team. If a workflow step requires approval, a single approver may be designated, or a routing table may be required for two or more approvers.

  A Task List is a simplified version of a workflow in that messaging is not available for individual steps and none of the steps can be approved or declined. Therefore, it is recommended that you review both the Workflow and Task List features to determine which option better suits your needs.

You can perform the following tasks related to a company workflow:

Note: Although the linked tasks below were written for a contract workflow, the steps in each task also apply to a company workflow.

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