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Displaying Documents

By default, at the end of a workflow, the documents are all displayed to the user.  If you don't want the end-user to see the documents, you can choose to not display the finalized documents to the workflow taker. You can  choose to have them emailed to you instead and you can always view them in the Data Manager if you are on the Standard, Pro, or Enterprise tiers.

To make this change,

  1. Open your workflow
  2. Go to Document Templates
  3. Check "Do not display finalized documents to workflow taker
  4. Check "Send finalized documents to email address
  5. Insert an email address where you want the documents to go
  6. Click "Save"