1. Create New Workflow

elDoc utilizes BPM capabilities that are 'No Code,' allowing every user to create and set up workflows of varying complexity using the Workflow Designer in the elDoc system. You can create an unlimited number of workflows in elDoc.  To create or edit a Workflow, the current user must have the appropriate admin rights configured in the system. Learn more: get started with elDoc - configure user access control and permissions

Once you have the necessary admin rights to create or edit workflows, you can begin by navigating to the Configuration → Worfklow Designer. 

  1. Navigate to Workflow Designer. Learn more: workflow designer 
  2. Configure your workflow by applying various settings. 

  3. After creating the Workflow, you need to link it with the corresponding Document Form. Learn more: create your first document form and assign workflow