Using Workflow to Approve Documents

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.