As you begin configuring your Workflow account, use these resources to guide you through each step.

Create Roles & Import Your Users

• Managing Users

Create Custom Fields, Custom Statuses, & Tags

• Managing Custom Fields
• Custom Work Statuses
• Managing Tags

Auto-Naming & Numbering

• Auto-Naming
• Auto-Numbering

Additional Customizations (Optional)

• Business Days
• Automatic Review Reminders
• Collaborating on a Returned Proof
• Proof Sharing
• Secure Review Submission
• Time Tracking
• Requester Insights
• Password Management