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.

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