MSB Docs platform offers easy workflow template creation from scratch that can be saved and used multiple times. Once created, a user can easily use workflow template with a single tap on “use existing template” button and route the document in a required manner i.e. collects signatures, capture reviews and drop an email containing the final document to/from the desired set of users.
Defining desired workflows is a one-time job with MSB Docs platform and user need not to do it repeatedly. This saves both time and trouble, and at the same time, streamlines and standardizes the business processes
Provide an appropriate name to the Workflow Template
Add the name of the users and define the sign, review and email states
Click on “Save” to use the Workflow Template while composing ePak
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