This tutorial demonstrates how users interact with workflows in Docsvault after they have been configured. Learn how to initiate workflows, review workflow tasks, perform approvals, delegate assignments, track workflow progress, and complete workflow actions from desktop and mobile devices.

The video explains how participants receive workflow notifications, access assigned tasks, review workflow documents, submit actions, and monitor workflow activity throughout the approval process. It also covers workflow managers, watchers, reporting, and mobile workflow access.

What You’ll Learn

  • Starting document workflows
  • Manual and automatic workflow initiation
  • Workflow notifications and alerts
  • Viewing assigned workflow tasks
  • Reviewing workflow documents
  • Workflow comments and history
  • Approving or rejecting workflow tasks
  • Selecting participants for subsequent workflow steps
  • Delegating workflow assignments
  • Task ownership management
  • Workflow monitoring and reporting
  • Mobile workflow approvals

Explore More Tutorials

Explore more Docsvault tutorials and walkthroughs in our Getting Started Center.

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