Custom Workflow - Create

There are two different types of custom workflows you can create!

The process for creating both workflows is the exact same. Follow the steps below to get started!

Step 1: At the project level, go to the 'Settings' page on the lefthand navigation.

Step 2: In the 'General' category, you will see a list of all the built-in workflow options that exist in Part3. Click on '+ New workflow'.

Step 3: Enter the title of your workflow.

Step 4: Click on the document type you want to create. Refer to the descriptions to help you pick the right one. Fill out each of the fields with your preferred naming and IDs.

Step 5: The section for 'Main disclaimer' is optional. Fill out the disclaimer for this document type if needed.

Step 6: When finished, click 'Create workflow'.

You will be brought to the main settings screen, where your new workflow will be listed!

All of your new workflows will appear at the bottom of the list when you select the quick create button in the top right corner of your screen.