Help Center
Workflows
Recurring collection and automatic follow-up when something happens.
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What workflows do
The six workflow types, who manages them, and how they fit with your usual notifications.
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Set up recurring document collection
Monthly, quarterly or annual requests from a template, sent or saved as drafts.
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Workflows that run when something happens
Uploads, replacements, approvals, unopened requests and completion.
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Pause, retry and see run history
Pause or resume a workflow, read its runs and retry failed actions.
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