Source
Negotiation, redlining & approval — found from sitemap — Trackado
Checked for Trackado on 3 Nov 2026
- Page
- http://help.trackado.com/en/articles/4785239-start-workflows
- Checked
- 3 Nov 2026, 14:59 UTC
- How we may use it
- Public page, crawling permitted
Technical details
- type
- page
- http status
- 200
- content hash
- sha256:e3744f72bd4d9a8b9f5642da1fec0b8684c332e1a1a57883076498ce3b74bab0
- permission
- robots_ok
- screenshot
- Screenshot on file (internal exhibit, not published)
Cited by
Facts read from this source
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Workflow purpose Report an error
“Workflows can be used to for approval processes or for certain contract related task sequences. By clicking on "Start Workflow" you can configure and start a workflow.”
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Workflow business unit assignment Report an error
“Business Unit: Assign the workflow to a Business Unit. Business units represent different entities within your organization, e.g. divisions, legal entities, etc. They can be used to control and restrict user access to contracts within your subscription.”
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Workflow contract linking Report an error
“Contract: If the workflow is related to an existing contract you can link it here. Otherwise, you can also leave this empty.”
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Workflow document upload encryption Report an error
“Document Upload: You can upload documents to Trackado. All major file formats are supported. We will encrypt uploaded documents before saving them”
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Workflow document linking Report an error
“Link to a document: You can link to documents that are stored on other services, as for example Dropbox, SharePoint or OneDrive. In doing so the document will not be uploaded to Trackado and the authorization and access restrictions from the source service will stay in place. The service and document location will have to support HTTPS in order to use links to documents.”
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Workflow approval steps Report an error
“Configure the steps and workflow participants for each step. This can be done manually and individually for each workflow or you can work with predefined templates”
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Workflow approval everyone mode Report an error
“If Everyone is selected for the step, each user assigned to the approval step needs to approve before the step is completed and workflow is moved to the next step.”
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Workflow approval anyone mode Report an error
“If Anyone is selected for the step, only one user needs to approve the step even though they might be multiple approvers assigned to the step. The first user that approves will complete the step and move the workflow to the next step.”
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Workflow status notification Report an error
“The workflow will be moved into status "In progress" and the participants of the first step will be notified”
Scores citing this record
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