Create a Template

This type of Workflow should be used when you would like to create a reusable Workflow template that can be launched multiple times. Once you click this option you will navigate to the Workflow Setup Page with nothing set up. As you fill in the information of the Workflow, more sections will appear. Once you type in the Label/Description of the Workflow, the Participant Setup section will then appear. When you add a Participant, the Document Setup section will then appear. After you tag the document, the Final Email Notification section will then appear. 

Watch the tutorial below on how to create a reusable Workflow Template.

To open the video in a new tab, click on this link: Creating a Workflow