Workflow Studio
Workflow Studio 101
- Workflow Studio Terminology
- Should I Use "Form or Resource Completed" or "Signature Added" To Start My Workflow?
- Using Filters In Workflow Studio
- Optimizing Forms For Workflow Studio
- Learn to Build a Basic Workflow
- How to Connect Workflow Studio to your SiteDocs Account
Intro to the SiteDocs Module
- Sending Notifications With The SiteDocs Module
- Using The SiteDocs Module With Forms And Resources
- Using The SiteDocs Module With Signatures
- Using The SiteDocs Module With Scheduled Forms And Resources
- Using The SiteDocs Module With Images
- Using The SiteDocs Module With Workers
Template Library How-Tos
- Automated Process - Schedule Form By Worker Title & Send Immediate Custom Notification
- Automated Process - Send Expired Certificates to Workers with Chat
- Automated Process - Assign Follow Ups to Failed Items
- Automated Process - Certification Created From Completed Document
- Automated Process - Copy Worker Home Phone Field Into Email Field And Remove Home Phone Information
- Automated Process - Schedule New Standard Operating Procedure in 1 Year and Create Certification for Reminder
Tips and Tricks
- Getting Started With The Text Parser in Workflow Studio
- Using Error Handlers In Workflow Studio
- Avoiding "Timeout" Errors In Workflow Studio
- Using "Delete a File/Folder" and "Delete a Shared Drive" With Workflow Studio
- Inserting Spaces In SiteDocs Chat Messages With Workflow Studio
- Avoiding Errors Caused By Scheduling Forms Or Signatures In Past