3 articles

    Templates & automation

    Reusable templates and approval workflows.

    Available

    Create your first template

    Turn a document you send often into a reusable template with roles and fields.

    4 steps · 3 min readRead guide    Available

    Set up an approval workflow

    Define who must approve, review, or view a document — and in what order.

    3 steps · 3 min readRead guide    Available

    Use an approval workflow

    Attach a workflow to a document, send it for approval, and track every sign-off.

    4 steps · 4 min readRead guide