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  1. FYI
  2. Workflows

Workflows

Enable the review and approval of emails and documents. Assign approval authority to partners or managers.

Workflow

  • Workflow Overview
  • Workflow Basics
  • Using the Workflow for Approval - Examples
  • Reviewing and Approving Emails and Documents
  • Multi-Person Review and Approval
  • Inserting your Signature into a Document

Sending Documents for Signature

  • Digital Signatures using DocuSign
  • Digital Signatures using Adobe Sign
  • Digital Signatures using Annature
  • Digital Signatures using FuseSign
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