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AODocs workflows provide a simple way to automate a processes, such as document reviews, invoice processing, document publication, etc. An AODocs workflow is defined by a series of “workflow states”, and by the possible transitions between these states.

The default Workflow for the BPIP Template library contains the following States and Transitions and their permissions:

 

 

Transitions between states are defined and given conditions under every state, as are the setting NotificationsPermissionsCustomizations and Versions.

A diagram visualization of the above Workflow is rendered using Lucidchart below: 

 

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Transition actions between the states are defined on the previous page under the Workflow user actions section

 

 

For information on how to configure workflows, please refer to AODocs' documentation at: https://support.aodocs.com/hc/en-us/articles/206194833-Configure-workflows

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