Assets - These are the predetermined files or locations in a workflow so that you know what is what when building.

Manual/Automated Steps - Most steps allow you to choose whether you want it to be done manually by a user or automatically via the system.

Workflows are a way to assign certain tasks to users and have them flow through a certain process to drive additional efficiency/automation.

To get to workflows you will look to the left hand side of your screen and select the icon that looks like a magic wand.

Instances is the second tab on the workflows page.

Instances will show you all of the current and completed workflows that are going through a workflow.

If you are an owner of the workflow you will see instances for all users, and if you are not you will only see instances that you are currently assigned to

Dashboards is the third tab on the workflows page.

Dashboards show you how many instances are going through a specific workflow and who is currently assigned to how many.

If you click into a specific workflow it will give you a breakdown of all the instances. It will show what stage it’s on, how long it has taken, and also who is taking the most amount of time.

History is the furthest tab to the right on the workflows page.

This is the total history of the workflow instances and what was done and the specific stages and who did the action.

This allows an admin user to have an audit history of who is doing what.

Workflows is the first tab on the workflows page

This is where you will create and edit any workflow process you have in the account

In the top right it will show how many you have and how many you are able to create

If you right click on a workflow it will allow you to export the workflow to upload to another account, save as to copy the workflow for edits or similar processes, as well as delete your workflow if you no longer need it.

When creating a workflow you will hit the “create workflow” button to the top right

This is what it will look like after you select “create workflow”

Title - The title is the name or description of that specific Stage to help understand its purpose.

Available Assignees - This can be users or groups and is the list of potential users that could be assigned to that stage.

Default Assignee - This is who will be assigned to this task if done automatically and not manually assigned to someone else. If your assignee is a group, you can set the group as the default assignee and anyone in that group can complete the tasks in that stage.

Timeframe - This allows you to set a time limit on the stage itself. Once the time has expired you can choose what you want it to do by what stage it goes to next, have it repeat the stage, or do nothing.

Approvers - This happens after all steps have been completed and is the last thing on a stage. This allows you to set a user or group to approve the specific stage to make sure it is ready to move on to the next stage.

Routing - This allows you to set where the workflow will go next after the current stage is complete. The most common route is, next step as that will just continue on, but you can also complete the workflow, repeat a stage, or use profile data to move it to specific stages based on the profile item of an asset in the workflow

Copy - This allows you to make a copy of any asset in the workflow. If it is a location, it will copy all files in that location. Metadata will not copy over to the new asset.

Delete - This allows you to delete any asset that is in the workflow

Move - This allows you to move any asset to a different location

Create Location - This allows you to create a new location within a specified location. If the location already exists then it works as a find step in order to identify the asset to use in another step later on.

Upload - This allows you to upload a file from out of the Revver software to the specified location.

Share - This allows you to share any asset in a workflow to a guest user. This also allows you to create a shared link that you could then send or use outside of the workflow or Revver.

Set Permissions - This allows you to have a permission set on an asset that is in the workflow

Apply Template - This allows you to apply a template to a drawer or folder asset in the workflow

Set Profile - This allows you to set or edit the profile on a specific asset

Send Message - This allows you to send an external message to an email address, as an email.

Add Note - This allows you to add a note to an asset

Set Governance - This allows you to set a governance of any kind to an asset in the workflow.

Rename - This allow you to rename any asset

Request Documents - This allows you to send a document request to an email. You can also generate a shareable link that could then be used externally out of the workflow.

Signature - This allows you to send a document asset through esignature. (You do have to have envelopes for this step to work)

This is where you can change your settings for the workflow themselves.

You can set owners, and watchers in settings

You can set your internal messages or external emails based on actions in the workflow

You can change the name of your instances in settings

Default step is what you want to have set any time you have the option on your steps

Complete stage automatically means it will move straight to the next stage with no intervention

Lock first assignee means that only the first person that clicked on the instance can then compete it going forward

Stages requiring 100% approval means all parties under assignees in the approval section have to approve that stage to move on

Workflow requires file to start, means you cannot start this workflow with a directory asset

Workflow requires file to start, means you cannot start this workflow with a file. It has to be a drawer or folder.

Require approval note makes you put in a note on an approval even when you approve

Schedule Configuration allows you to have the workflow start and run based on a specific time action. This can be set to be recurring based on days, weeks, months etc.