Modifying a Document in a Workflow

How to edit a Document in a Workflow

1. From the main menu, click on “Workflows”.
   • Note: If you want to add a second workflow, you will find the workflows in the main menu named after the type of the first workflow. For instance, if the type of the first workflow is “Car Contracts”, the workflows will appear in the main menu as “Car Contracts”.
2. Click on the document associated with the workflow that you want to edit.
3. Click the “Edit” button.
4. Make the necessary adjustments.
5. Click the “Save” button.