This article is to help you create your bespoke workflows. Please find a short video which will guide you through making a workflow, along with some bullet points to summarise the process:
How to create a workflow
To create a new workflow, you will need Administrator access.
Navigate to Engage > Workflows from the left-hand menu.
Select Create workflow button.
Below Workflow Details:
Workflow name - Key Identifier
Workflow Description - Helps identify the circumstances to use this workflow
Who can see this? - Which departments have access to this workflow
Complete steps sequentially?
Tailor the client-facing Getting Started message. This will update the client-facing text on the first step of the workflow that the client receives - example below:
Select Add step to choose which step(s) you wish to add to your workflow:
Upon selecting any of the steps, complete any additional settings or customisations that appear within the step.
Re-order any steps using the arrow icons (as below), to determine the order for completion that they will appear on the client-facing flow.
6. Once happy with your workflow, select Submit workflow to save and enable it for selection as part of an Engage request.
Edit, Clone, or Archive a workflow
Navigate to Engage > Workflows from the left-hand menu and select the three-dot / ellipsis icon on any workflow:
View/Edit
Clone
Archive
FAQs and Troubleshooting
Is it possible to restrict workflows so that they can only be used by certain departments?
Yes, when creating or editing a workflow there is an option to toggle on/off whether the workflow should be visible to all departments. When toggling this option off, you are able to determine which departments can/cannot see the workflow. See the ‘How to create a workflow’ step above.
Is there a limit on the number of workflows we can create?
There is no limit to the number of workflows you can create.
Are there any associated fees to setting up new workflows?
There are no associated fees with setting up a workflow, but there may be an associated fee to a step within a workflow once completed by the client - e.g. CDD, eSignature, Source of Funds. Please reach out to your Legl account administrator or [email protected] for more information.
Who is able to set up new workflows or amend existing workflows?
Only users with ‘administrator’ access can create/manage workflows - if you would like admin access, please contact an existing admin at your firm.