Start and follow a Workflow
About this guide
Last reviewed October 1, 2026 by AgencyMesh Product Support · Checked against release 2026.10
Use Workflows for multi-step customer and staff work. Workflows are separate from standalone E-Sign requests; open the direct link when it is absent from navigation.
Which Workflow guide do I need?
Section titled “Which Workflow guide do I need?”| Item | Guidance |
|---|---|
| Saved Workflows / Task Library | Process Workflows uses people, ordered steps, and reusable tasks. |
| Templates / Assign Workflow | Classic Workflows assigns a published template to one customer. |
| New E-Sign | Standalone E-Sign sends PDFs directly for signing. |
Save a Process Workflow for reuse
Section titled “Save a Process Workflow for reuse”In Saved Workflows > New Saved Workflow, add Details, participant placeholders in Roles, and steps in Tasks. Resolve Review & Publish > Needs attention, then click Publish Saved Workflow.
Publishing saves a reusable plan without inviting customers. See Build a Saved Workflow.
Start a Process Workflow for a customer
Section titled “Start a Process Workflow for a customer”See Start a Process Workflow for task and signing options.
- Click Start with This on a Saved Workflow, or New Workflow. Complete Details, customer cards in People, and assignments in Tasks.
- In Review & Start, fix Needs attention. Click Start & Send 1 Invite (the count changes), or Start Workflow when no invite is being sent. Use Save Draft to finish later.
Find the next staff action
Section titled “Find the next staff action”On Workflows, choose the office, status, and search, then click Search workflows. Use Browse for Workflow Queue, Task Library, or Saved Workflows. Current and earlier Workflow lists have separate Previous / Next controls.
Classic uses Approve & Continue, Request Changes, and Sign Off & Complete; see Classic review.
| Item | Guidance |
|---|---|
| Set Up | Prepare an unreleased task. |
| Open Task | Complete assigned staff work. |
| Review | Approve work or request corrections. |
| People > Remind | Send one participant a reminder; check Activity for delivery. |
| Complete Workflow | Finish the final staff review when offered. |
Help a customer complete their tasks
Section titled “Help a customer complete their tasks”Share Complete your Workflow tasks for questions, uploads, photos, and signing. Send each private participant link only to its intended person.
Clear the blocker shown by the Workflow
Section titled “Clear the blocker shown by the Workflow”| Item | Guidance |
|---|---|
| Needs attention | Fix the listed person, contact, assignment, or task setting in Review & Start. |
| Needs Setup | Use Set Up > Save Setup, then Add Fields when needed. In a started Workflow, finishing setup can send invitations. |
| Waiting for staff | Use Start Step after its preceding requirements are complete. |
| Replace a link | People > Replace & Copy replaces the existing link; send the new link privately. |
| Correct submitted work | Use Review, select the affected item, enter Review note, then Request Changes. |