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Created a workflow but need to be able to place the fields (documents from many vendors)

New Here ,
Jun 17, 2022 Jun 17, 2022

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I run numerous documents through a workflow, but the documents themselves are from many vendors and therefore, I need to be able to preview and place fields. It is just slapping a signature block at the end of the document. 

The workflow looks like:

  1. Approver 1 (my company)
  2. Signor 1 (my company)
  3. Approver 2 (me, also sender)
  4. Signor 2 (vendor)

 

Currently, I have to fill in all the steps and specifics as well as custom fields manually. Was hoping the workflow would be a timesaver, but it hasn't worked as planned. Any help figuring this out is appreciated. 

TOPICS
Send documents , Workflow designer

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