03
Document Workflows
Workflows route documents through a review and approval process automatically.
1
Create a workflow
Documents
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Configuration
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Workflows
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NEW
A workflow defines automatic actions triggered when a document is tagged or moved. Example: when a document tagged "Contract" is uploaded to the Sales workspace, automatically create a "Review" activity assigned to the legal team.
Workflow fields
Name
*
Workflow name — e.g. "Contract Review Process".
Trigger
*
What starts the workflow: tag added, workspace changed, or document uploaded.
Condition
Additional filter — e.g. only trigger for PDF files above a certain size.
Action
*
What happens: create activity, move to workspace, send email, set tag, archive.