Creating a Workflow

Workflows are the central element in DOCTAG. They define document roles and the related input fields.

Create a new workflow

Open Settings > System > Workflows, create a new workflow and assign a clear name.
Define roles

Define the required roles, for example sender, carrier and consignee.
Assign fields per role

Define which information each role must provide or confirm.

Workflow data types / fields

Data type / field	Description
Text input	Free text field for remarks, numbers or identifiers.
Checkbox	Questions or confirmations as yes/no.
Attach file	Upload additional subordinate files.
Signing	Field to draw a signature and place it freely on the document.
Sketch field	Field to draw freehand sketches and place them freely on the document.
E-Mail	Enter an address to receive a document copy after signing.

Practical tip: a separate upload role makes document uploads more flexible and independent from business roles.