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Signer editor

Navigate through the Workflow editor

The Workflow editor is where you can manage all facets of your Workflow. In this article, we’ll provide an overview of each area within the Workflow editor and explain what they are used for. For more information on how to navigate to the Workflow editor itself, please see this article.

If you want to learn how to configure your Workflow, please see this tutorial instead.

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Anvil Workflows combine all elements of digital paperwork and serve as a complete paperwork solution- gather data through Webforms, fill PDFs, and collect signatures.

While Workflows are an incredibly powerful tool that can help you automate your paperwork processes end-to-end, getting started with the Workflow editor dashboard can be overwhelming.

We’ll help ease you into the Workflow building process by walking you through the Workflow editor.

Workflow editor overview

Generally, an Anvil Workflow consists of three parts:

  • A Webform to collect information
  • A PDF where the information is filled
  • A signature on the completed document

The Workflow editor includes separate areas to configure all parts of your Workflow. After you’ve navigated to your Workflow editor, watch the video below to learn more about how use the Workflow editor:

Webform editor

The Webform editor allows you to make changes to all Webforms within your Workflow. You can use the Webform toolbar to navigate between Webforms. If you want to make changes to specific Webforms, use the Webform editor panel instead.

To learn more about formatting your Webform, please see our video tutorial.

Webform toolbar

The Webform toolbar is found just above the preview of the Webform.

The Webform toolbar is found above the Webform preview The Webform toolbar allows you to edit Webforms within a Workflow.

This toolbar allows you to:

To learn how to add multiple Webforms to a Workflow, please see this article instead.

Webform editor panel

The Webform editor panel is found to the left of the Webform preview. By default, this panel contains settings that affect your overall Webform, such as its name and access controls.

The Webform editor will include Edit webform at the top The Webform editor panel allows you to edit the selected Webform.

The Webform editor panel allows you to:

  • Rename your Webform or update your Webform URL slug.
  • Edit your Webform header or remove it altogether.
  • Set up access control* to add more security to your Webform.
  • Add additional Webforms from your Workflow.
  • Remove your Webform altogether.

* Please note that access control is an enterprise feature.

The Webform editor panel will automatically change to display the field or page editor panels when you select a specific Webform field or page. This allows you to manage the settings of the selected field or page.

The Webform field and page editor panels will display field or page options at the top The Webform field editor panel allows you to edit the selected field.

The Webform field and page panels allow you to:

PDF editor

The PDF editor allows you to make changes to all documents within your Workflow. You can either use the PDF editor toolbar to navigate between documents, or use the PDF editor panel to make changes to specific documents.

Note: Changes to documents within your Workflow only apply to the Workflow. If you want to make changes to the PDF template, please see this article instead.

PDF toolbar

The PDF toolbar is found just above the document preview.

The PDF toolbar is found above the document preview The PDF toolbar allows you to edit documents within a Workflow.

This toolbar allows you to:

  • Add or reorder documents in your Workflow.
  • Undo and redo actions.

If you want to learn how to add multiple PDFs to a Workflow please see this article.

PDF editor panel

The PDF editor panel is found to the right of the document preview. By default, this panel contains settings that affect your overall document, such as its name and downloaded file name.

You can also access the Signer editor in the main PDF editor panel.

The PDF editor will include Edit PDF at the top The PDF editor panel allows you to edit the selected document.

The PDF editor panel allows you to:

  • Rename your PDF or the file name that’s displayed when the document is downloaded.
  • Adjust overall document formatting settings like font family, size, and color.
  • Add PDF page logic to determine when the selected PDF will be included in the final document packet.
  • Quickly replace the underlying document whilst preserving all PDF fields and Webform field connections.
  • Remove the PDF altogether from your Workflow.

The PDF editor panel will automatically change to display the field editor panel when you select a specific PDF field. This allows you to manage the settings of the selected field or page.

Any changes you make to individual fields can also be applied to multiple fields in bulk with the multi select tool. Such as: connecting PDF fields, renaming fields, aligning fields and more.

The PDF field editor panel will display Edit field at the top The PDF field editor panel allows you to edit the selected field.

The PDF field editor panel allows you to:

Signer editor

The signer editor allows you to add, remove, and manage signers.

The Signer editor will include Signers at the top The Signer editor allows you to manage signers.

The signer editor panel allows you to:

* Please note that incremental signing is an enterprise feature.

Workflow settings

The Workflow settings page allows you to make changes to your Workflows’ settings.

The Workflow settings page will include General settings at the top of the page The Workflow settings page allows you to manage your Workflows' settings.

The Workflow settings page allows you to control:

* Please note that these features are enterprise features.

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