Workflow Stages

Share

• Share Files and Workflow Histories

Export as CSV file

• Export Workflow History to CSV File

Initiate Workflow

• How to Reset / Cancel Workflow
• Creating a new document for Approval Process
• Select Existing Document for Workflow
• Start Workflow using Templates
• Start Workflow with Google Doc Add-on

Adding Reviewers

• How to use CC and Group CC
• Manually enter reviewers by email or name
• "Favorites"
• Setting Reviewer Privileges

Deadline

• Send Reminder
• Set same deadline for all workflow reviewers
• Set Individual Reviewer Deadlines
• Set Deadline Reminders

Approve / Reject as a Reviewer

• How to Approve Process via Email
• How to Approve/Reject document

Export to PDF

• PDF file conversion restrictions
• PDF Format
• PDF with Cover Letter