Edit Workflow Tickets
Set up an intake form.
To initiate a workflow process, you can submit an intake form to create a workflow ticket.
Ticket submitters view and act on all workflow items, but you can configure Contract Management and Document Intelligence to restrict their access to:
- Activity logs
- Documents (during specific stages)
- Downloads
- Sharing
- Review steps
- Uploads
When the workflow prohibits further form edits, the document moves directly to the Review stage.
- ClickWorkflow.
- On theTicketstab, selectIn-Progress.
- Select the ticket you want to edit.
- ClickDownload.
- ClickEditto make any final changes.
- ClickSend for Review.