Manage Steps

A Step is where you can assign Tasks to Collaborators to work on a specific document. Below are the common actions you would do to manage Steps:

• Add a Step

• Manage Collaborator in a Step

• Rearrange a Step

• Delete a Step

Additionally, there are Step-specific options and other options that you can configure:

• Sign Step options

• Deliver Step options

• Combine Step options

• Manage Step Attachment

• Manage Complete All option