# Classic Workflows

> Find a live Workflow, assign a template, and review participant work through final signoff.

Language: en-US. Product guide: https://agencymesh.app/help/legacy-workflows/.

Last reviewed September 11, 2026 by AgencyMesh Product Support · Checked against release 2026.09

Classic Workflows assign one customer a sequence from a published template. Edit reusable plans in [Templates](https://app.agencymesh.app/workflows/templates); review submissions and sign off in the customer’s Workflow record.

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## Find the customer’s Classic Workflow

Open [Workflows](https://app.agencymesh.app/workflows/), then the customer’s record. **Audit Timeline** shows activity and delivery. Use **Templates** to change a reusable plan rather than live customer work.

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## Create and publish a template

**Where:** [Templates](https://app.agencymesh.app/workflows/templates) > New Template (or Edit).

**Duplicate** makes another template; **Archive** removes it from normal use. Template changes do not edit the customer’s existing record.

| Item | Guidance |
| --- | --- |
| Guided Photos / Request Documents | Add Photo / Add PDF creates a requirement with Title and Description. |
| Text Entry | Set Customer field label, Placeholder, Maximum length, and Large text box. |
| Multiple Choice | Set Customer question label; use Add Option for answers and Allow more than one answer if needed. |
| E-Sign | Choose PDF source: Use saved PDFs or Upload PDFs later. For saved packets, choose PDFs to sign and save the draft before placing fields. |

1. Enter **Template name** and **Customer Copy**. Under **Steps > Add**, choose the required task types.
2. In **Step Editor**, enter **Customer step title**, **Customer instructions**, and the requirements below. Enable **Require agent approval before next step** when needed.
3. Complete **English** and needed **Spanish** wording, then **Save Draft**. Reopen it, finish setup, check **Customer Preview**, and click **Publish**.

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## Assign the template and send the customer link

**Where:** [Assign Workflow](https://app.agencymesh.app/workflows/assign).

Spanish requires the template’s Spanish wording; it does not translate PDFs.

1. Choose the published **Template**, **Customer language**, and **Office**. Enter **Customer name**, **Reference**, and contact details.
2. Set **Due date**, **Expiration date**, and **Link duration**; select **Email**, **SMS**, or both.
3. Click **Assign Workflow and Send**. If the first E-Sign task needs PDFs or fields, prepare them before the invitation can send. Check **Audit Timeline** for delivery.

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## Review a submission and finish the Workflow

| Item | Guidance |
| --- | --- |
| Resend an invitation | Use Reminder. Send Link is available for Draft, Paused, or Changes Requested. |
| Add a comment | Enter Comments, choose Internal or Customer visible, then Add. Use the customer’s language for visible text. |
| Stop or reopen work | Cancel Workflow stops work. Reopen Workflow is offered for eligible Completed, Cancelled, or Expired records. Archive removes a record from normal active use. |

1. Inspect the submitted answer or file. Enter **Review note**, then **Approve & Continue** or **Request Changes**. For a specific replacement, first select **Request this photo again** or **Request this document again**.
2. At **Final Signoff**, an Office account must enter **Full name**. Add **Notes** if needed and click **Sign Off & Complete**.

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## Use the status to choose the next step

| Item | Guidance |
| --- | --- |
| Draft / Paused / Changes Requested | Finish missing preparation or corrections before Send Link. |
| Approval Needed / In Review | Inspect the work, then Approve & Continue or Request Changes. |
| Pending Signoff | Use Final Signoff > Sign Off & Complete. |
| Completed / Cancelled / Expired | Check Audit Timeline before Reopen Workflow. |
| Imported E-Sign | Only Staff Notes > Add is editable; signing data stays read-only. |

## Related guides

- [Start and follow a Workflow](https://agencymesh.app/help/customer-workflows.md)
- [Process Workflows](https://agencymesh.app/help/process-workflows.md)
- [Complete your Workflow tasks](https://agencymesh.app/help/workflow-participant-experience.md)