Select/Fill in the following details:

• Department (Required)

• Workflow Name (Required)

• Published Workflow Title (Required)

• Published Workflow Description (Optional)

5. IA can upload a header image for the workflow.

Workflow Settings

Under “Settings”, there are four toggles to customize the workflow:

I. Enable Issuance Tab

• YES – enables the Issue Document Feature inside the workflow
  • Approval Tab Toggle will be visible.
• NO - disables the Issue Document Feature inside the workflow

II. Enable Approval

• 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

IV. Allow for guest access

Guest access is Yes by default.

• YES - Guest can access the workflow
• NO - Guest can't access the workflow

Note: If you exit the page or go to another page without saving, a discard modal will appear and ask for confirmation in leaving the page.