Getting started videos
To get you started, the following videos provide an introduction to workstreams and some
scenario-based demonstrations of how to automate work using workstreams.
If the work that you want to automate is as simple as routing a document to a defined set of
approvers, for example, configure a workstream with a predefined approval activity. To see how a
simple document approval works, watch this video:
Submit a document
approval
For ready-to-use workstreams that meet specific needs, use the out-of-the-box workstreams that
are preconfigured in the system. All you need to do is fill out the necessary information and start
them. For a quick introduction and to see how the out-of-the-box workstreams work, watch these videos:
If you need a more structured automation flow, create a custom workstream. To see how, watch this
video:
Create a custom
workstream
Note that even though the videos show an earlier version of the user interface, the functionality is still valid.