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Download the complimentary quick start guide: Creating Workflows in Document Flow


Watch on demand for the latest tips and tricks to create efficient and tailored workflows that meet your specific business needs

  • How to build customized workflows for routing invoices and receipts for approval. 
  • How to build multi-level, complex workflows with branching
  • How to manage permissions and access

Watch on-demand to learn more about establishing the proper workflows for your invoice and credit card routing within Document Flow. In this training session, we walk you through different routing scenarios that can help simplify how invoices and credit card transactions are received and reviewed within your organization. You’ll learn how to create unique routing scenarios that can be utilized for certain groups of people within your org, including workflow decisions based on invoice amount, department, projects, and expense accounts. This training session is ideal for AP administrators or anyone wanting to learn more about streamlining their routing processes using hh2. 

How to Build Workflows in Document Flow
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