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Classic Workflows

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About this guide

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; review submissions and sign off in the customer’s Workflow record.

Find the customer’s Classic Workflow

Section titled “Find the customer’s Classic Workflow”

Open Workflows, then the customer’s record. Audit Timeline shows activity and delivery. Use Templates to change a reusable plan rather than live customer work.

Create and publish a template

Section titled “Create and publish a template”

Where: 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.

Section titled “Assign the template and send the customer link”

Where: Assign Workflow.

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.

Review a submission and finish the Workflow

Section titled “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.

Use the status to choose the next step

Section titled “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.
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