Creating Workflows

Workflows are built on a visual canvas where you arrange steps and connect them to define the document lifecycle. This page covers creating a new workflow, navigating the canvas, and adding steps.

Creating a New Workflow

To create a workflow:

1. Navigate to the Workflows menu from the main navigation.
2. Click the +Add workflow button.
3. Enter a name for the workflow in the Settings section on the right side of the screen.

The canvas opens with two default steps already placed: Start and End. These steps are present in every workflow and cannot be removed.

Canvas Navigation

The workflow canvas is a visual editor where circles represent steps and arrows represent the relationships (routing) between them.

Use the following controls to navigate the canvas:

• Pan — left-click and drag on an empty area of the canvas to move your view.
• Zoom — scroll the mouse wheel up or down to zoom in and out.
• Center — click the Center button to reset the viewport and bring all steps into view.
• Layout — use the layout buttons to automatically arrange steps in an organized layout.
• Reposition steps — drag individual steps to reposition them on the canvas for clarity.

Adding Steps

There are two ways to add steps to the canvas:

1. Context menu — right-click (or hold left-click) on an empty area of the canvas, then click the step type you want to add.
2. Steps list — drag a step type from the steps list on the left side of the screen and drop it onto the canvas.

Once a step is placed on the canvas, you can configure it by clicking on it to open its settings panel.

Next Steps

• Step Types — learn about all available step types and their configuration options.
• Conditions & Routing — set up conditional paths between steps.
• Workflow Settings — configure workflow properties and associate document templates.