3. Creating a workflow
Workflows represent the system’s core. Here, each company creates the required roles within the document, as well as additional fields. The workflows are located under Settings > System > Workflows.
First, we create a new workflow and give it a name. Now we add the roles needed for the document – for example, sender, carrier and consignee. In the last step, we now consider which fields the respective contractual partner needs, in order to fulfil its rights and obligations as per the document.
Workflow data types / fields
| Type | Description |
|---|---|
| Text input | Free text field for entering remarks, numbers or indicators |
| Checkbox | A box to check off, allowing a question to be answered with yes or no |
| Attach file | Creates a field that can be used to upload additional, subordinate documents |
| Signing | A field in which a person can sign or draw a sketch, for example |
| A field in which a person can enter an e-mail address to get a copy of the document after having signed it |
In most cases, it makes sense to create a separate role for document upload. By doing so, a document can be uploaded by one of the participants at any time, and independently of a specific role.
The workflow structure shown serves as an example. There are no limits to your creativity, and any special requirement should be able to be mapped.