Document Types

Document types can be used when you want to accept submissions that are not from forms created in EX FormFlow - Forms. For example, if you wish to have your users fill out a vacation request form as a .docx file, you can have them upload that file and send it through a Workflow approval track.

Document types exist within a specific instance of Workflow. Once a document type has been set up, users can navigate to that instance of Workflow and directly upload the file to the designated Workflow approval track.

 

 

How To

Add a document type

 

Related Topics

Workflow Tracks