elDoc enables you to create workflows with flexible follow-up actions quickly and effortlessly. This section will guide you through setting up a workflow where an initiator sends a document to two or more counterparts. These counterparts, in addition to reviewing and approving the document, can flexibly assign additional tasks to other users.
To enable this configuration, navigate to Document Workflow Automation > Workflow Designer. Review the workflow stages, activate the Sign Off stage, and proceed with configuration. In the Sign Off stage tab, assign multiple counterparts as needed for review and approval. In the Follow-Up tab, mark the follow-up actions as flexible, allowing counterparts to dynamically assign tasks to other users. Once these settings are enabled, the workflow is ready with flexible follow-up actions for efficient document approvals and task assignments.
Watch a short tutorial to see how easily you can enable this feature in elDoc.