This section shows how to create a Workflow.
1. Log into your account
2. Click “Workflows” tab
3. Click Create Workflow
4. Fill in the required details:
Workflow
Published Workflow Title
Published Workflow Description
5. IA can upload a header for the workflow.
6. Under “Settings”, there are four toggles to customize the workflow: 
I. Require Issuance of documents
YES - to enable to issuing document feature inside the workflow.
NO - unable to issue documents.
II. Enable approval workflow
YES - can assign a person(s) to approve documents
NO - documents will not need approval
III. Enable payment module
YES - will have payment gateway for documents
NO - remove the payment gateway for documents
Invoice Name - Enter the invoice details.
IA can set the Platform Fee as Inclusive or Exclusive.
IV. Allow for guest access
YES - Guest can access the workflow
NO - Guest can't access the workflow
How Issuance and Approval Work
1. Select a Departmentunder the “Department”field.
2. Choose an Issuance Typefrom the available options.
3. Select a Templatefor the issuance.
4. Enter a Batch Name.
5. Provide a Published Document Title.
6. Choose Batch Settingsfor processing.
7. Add a Descriptionfor the workflow.
8. IA can include their website under “Course Website.”
Workflow Features
There are two additional toggles under “Features”:
I. Send Processed Document to Recipient
Yes – there would be an email with attached file.
No – there would still be an email but there would be no attached file.
II. Schedule Release Date
Yes – the document will be sent to the recipient according to the set release date
No – there would no scheduled release date and will be sent to the recipient once approved
How Payment Works
1. Under "Payment" Click "Add Item".
2. Type in the name of the item to be issued.
3. Type in the details of the item to be issued.
4. Under "Currency" select the currency to be used.
5. Type in the cost for each unit and include a VAT percentage.
6. Select a VAT Option.
7. Set maximum of items per participant.
YES - IA can set a minimum and maximum number items per participant.
NO - There will be no minimum and maximum number items per participant.
8. Set custom item sale start and end time
YES - IA can set when the item sale will start and end.
NO - There would be no scheduled release date and will be sent to the recipient once approved.
9. Add a Tab Title
How to Add Fields in the Workflow
1. Click “Add Fields” (top-right corner).
Fields are used to collect information from recipients (e.g., Name, Age, Address).
2. Tap on the tabs to select which information to include in the workflow.
3. Click “Done”after adding all necessary fields.
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