Plan: Available: All plans
Users: Available: All users
Practice Management Source: Available: All sources
Workflow in FYI allow emails and documents to be managed through their life-cycle and to control the Workflow of documents between members.
Watch this tutorial to learn how to:
- Create a document and update the Workflow Status
- Add a comment to notify the Approver
- Review notifications
- Review the document as the Approver
- Approve the document and notify the Owner
- Add Workflow columns to the Documents list.