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Workflow Details - Step 2: Configure Steps - Prefilled/EZSign Tab

Navigating to Prefilled/EZSign for a Workflow
  • Expand Settings and click Workflow Management from the menu.

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  • Click the name of the workflow.

    CHR_-_Workflow_-_Edit_Create_-_01.png

  • Click the Configure Steps tab. 

    CHR_-_Workflow_-_Configure_Steps_Tab_-_02.png

  • Click the step name if you are editing. Otherwise, use the Actions drop-down menu and click Add to add a step.

    CHR_-_Workflow_-_Configure_Steps_-_Edit_Add_-_00.png

  • Click the Prefilled/EZSign tab. If you are unable to click the tab, then you must first configure the "Configure Step" tab. For more information, you can refer to the following article

    CHR_-_Workflow_-_Configure_Steps_-_Tabs_-_03.png

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Select any Prefilled or EZSign form to be filled out in this step, then click Save. For assistance with setting up prefilled forms, you can refer to the following article.

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