Creating a New Step in an ATLAS Firma Workflow Follow

Pre-requisites: Okta account
    Topics Covered
  • Creating a New Signature Step
    Target Users
  • All Users
    Required Permissions
  • Okta

 

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To create another step in the workflow, for example if the supervisor must only sign after the employee has completed the first signature step, simply click on the Plus icon (mceclip5.png) next to ‘Add New Step’ and select the Okta user assigned to the next step of the signature workflow.

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