LIVE Admin training: Design a Workflow & Manage Records
Live Admin Training - Part 2/2
When you complete this course, you will be able to:
-
- Make a plan to determine your workflow requirements
- Build a workflow in Workflow Designer
- Prepare Templates for Ironclad
- Build User Friend Launch Forms & Tag Documents
- Build & Apply Conditions
- Configure the Review, Sign & Archive Steps
- Navigate the Repository
- Set Repository permissions and notifications
Time Commitment: 2 Hours
Audience: New Ironclad Admins
Suggested prerequisites: Get to Know Ironclad
What do I need to learn next?
This course builds on what you learned in Get to Know Ironclad. Now you'll get in the product and learn how to build a workflow in Workflow Designer. You'll learn your way around the Repository -- how to search, filter, set permissions, and manage notifications.
What is live training?
Our live training courses are small group, interactive sessions led by a live instructor. Live courses include the ability for learners to ask questions throughout the session, allowing them to learn from the instructor and their peers.
This is a LIVE course that takes place over Zoom. Be sure to save the invitation to your calendar. You can join from the event lesson on the day of the training as well.
This course was last updated on 06/09/2023
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