Workflow & Assignments

Learn about the two features that allow you to pass a submission from one user to another before completing the submission. For static handoffs, choose Workflow. For fluid handoffs, choose Assignments.

  • Can I change how users are notified about Workflow handoffs?
  • Can I see where a Workflow is after I hand it off?
  • How to Change your Assignment Settings
  • How to export Workflows
  • How to Reassign a Submission
  • How to Unassign and Claim a Submission
  • How to use Workflow
  • What are Workflow advanced notifications?
  • What is Handoff Status for Mobile?
  • What is Workflow?
  • Workflow History on Web