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Quick Start Workflow Template

Available to Project Admin and Organization Admin.

The Quick Start Workflow Template is used to create a Quick Start Project. All users in an organization can create a project using this template. SeeWorking on a Quick Start Project for more information.

The Workflow Template must fulfil the following criteria:

  • has only one Flow;

  • has one Delivery Phase;

  • does not have Private External Phase;

  • Manage Overlay Signature option is not enabled in any Signing Phase.

Toggle [Quick Start Workflow] switch to the right to define the Workflow Template as a Quick Start Workflow.


Only the document attached to the Workflow is copied to a Quick Start Project. Files from the Project Files folder will not be copied to a Quick Start Project.

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