1
Open Settings
From the account menu in the lower-left corner, click Settings to access your account configuration options.
Manage a Workflow
This guide shows you how to manage a workflow in QuoteCloud, allowing you to edit workflow steps, update approvers, and ensure your document approval process runs efficiently.
Managing a Workflow
Learn how to edit, rename, activate, deactivate, duplicate, and delete workflows in My Guideflow.
Steps to manage workflows
2
Open the Workflow section
In the left-side settings menu, click Workflow to open the workflow management page.
3
Review the workflow list
The workflow list displays all existing workflows along with their status, last updated date, and available management actions.
4
Edit a workflow
Click the Edit button beside a workflow to open the workflow editor and modify the workflow configuration.
5
Save workflow changes
After making changes inside the workflow editor, click Save to apply and store your workflow updates.
6
Activate a workflow
If a workflow is currently inactive, click the Activate button to enable the workflow for use.
7
Deactivate a workflow
If a workflow is active, click the Deactivate button to temporarily disable the workflow.
8
Delete a workflow from the editor
Inside the workflow editor, click the Delete button to remove the current workflow.
9
Confirm workflow deletion
In the confirmation popup, click Confirm to permanently delete the workflow.
10
Rename a workflow
Click the workflow name field at the top of the editor and type a new workflow name.
11
Apply the workflow name change
Press Enter or click outside the name field to apply the updated workflow name.
12
Return to the workflow list
Click the Back arrow in the workflow editor to return to the workflow list page.
13
Open workflow actions
From the workflow list page, click the dropdown actions menu beside a workflow to access additional management options.
14
Activate or deactivate workflows from the list
Use the actions menu to quickly activate or deactivate workflows directly from the workflow list page.
15
Duplicate a workflow
Select Duplicate from the actions menu to create a copy of the selected workflow.
16
Delete a workflow from the list
Select Delete from the actions menu to remove a workflow directly from the workflow list.
17
Confirm workflow deletion from the list
In the deletion confirmation popup, click Confirm to permanently delete the selected workflow.
18
Select workflows for bulk actions
Tick the checkbox beside workflows to select them for bulk workflow management actions.
19
Open the bulk actions menu
Click the Actions button at the top of the workflow list to access bulk workflow actions.
20
Delete selected workflows
Select Delete Selected to remove all currently selected workflows in a single action.
FAQs