How to use Steedos Workflow

Workflow users can initiate a request, select to approve or reject, search for records and print the application forms.

  • Initiate a request

  • Select a flow

  • Fill out the application form

  • Upload attachments

  • Save and Submit the request

  • Approval process

  • Select a form in “Inbox”

  • View the form and manage attachments

  • Select "Approve" or "Reject" and give your comments

  • Select the next step user(s)

  • Submit the form

  • Search for forms

  • As a an initiator, you can search for finished or cancelled requests in “Finished” and requests in approval progress in “In Progress”.

  • As an approver, you can search for the approved requests in “Outbox”.

  • Print forms

    • In “My Approval”, “My Applications” and “Monitor”, you can print the forms which you can see or search. All contents, including attachments names, approval history and approval comments, are visible in printed forms.

Notice:

You can only print the forms in template styles in Standard version. But in Professional version and Enterprise version, custom styles are provided.