Document Workflow & Approvals

Learn about document workflows (contract life-cycle management) modeling including document approvals.

25 min | 9 Tasks

Task 8 Assign Workflow to Template

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Continue to Task 9

Step-by-Step Guide

Step 1: Assign your Workflow

Return to your Dashboard.

Open the Template Administration area of your training Loan Agreement template. Clicking the down-arrow on the Create button and select Edit on the Template Suite Placeholder. If you have not completed the lesson on Template Administration, open the Template Administration area in Legito’s sample Template (typically Contractor Agreement).

Open the Assigned Workflow dropdown in the right menu and choose Training Workflow.

Now you can exit the Template Administration area and test the Training Workflow.

 

 

Back to Task 7
Continue to Task 9
Resources
Workflow Overview

Legito KnowledgeBase

Legito Academy

All Tasks

Task 1: Create New Workflow

Task 2: Create Workflow Stages

Task 3: Set Stages’ Properties

Task 4: Insert a Modifiable Approval

Task 5: Insert Fixed Approval

Task 6: Create Additional Flows

Task 7: Set Flow Properties

Task 8: Assign Workflow to Template

Task 9: Test Workflow

All Courses

Document Drafting Automation Basics

Workflow & Approvals

Document Formatting

Bundled Documents

Translations & Dual Language Documents

Instructions & Help

Automated Data Extraction

Advanced Document Automation

Build Address Book for Templates

Build Project Management Application

Build Vendor Management Application