Workflows & Contacts
11 articles available
11 articles available
Understanding Workflow Fields In a workflow step, you can add several types of inputs: form fields, document requests, information screens, and DocuSign con...
How to update a contact You can update a contact directly from the Contacts page: app.superdocu.com/fr/c/contacts. Steps Open the Contacts page. Use ...
Preventing contacts from moving forward, until the step they are in is approved In some cases, you might want to review a user’s answers or documents before...
What is an active request on Superdocu? Depending on your plan, you will have limits for the number of active requests you can have during a specific month....
You’re done and created your first workflow! It’s now time to invite contacts to send their information. And to be honest, it’s quite easy. Just head to yo...
Usually, when you’re getting an employee or a customer on board, there are a few items in their to-do, that they should complete to be fully onboarded. A c...
Our form builder module allows you to create custom forms for each of your workflows. You can add as many forms as you’d like inside a workflow, and create f...
Now you’ve created a workflow and started inviting your first contacts, you might want to see the advancement of each contact in the workflow. We’ve made it...
You’ve signed up to Superdocu and you’re now ready to roll! But before you even start thinking about inviting your contacts to send their info and documents...
How do notifications and follow-ups work? Superdocu helps you free some time: avoid sending e-mails to request documents manually and let us do the magic. ...
To regorganize the list of documents you requested, edit your document template, click on the document you would like to move and drag it to the new position...