Workflows

Navigate to the Workflow editor

Use the Workflow editor to make changes to any webform, PDF, signature, or setting within a Workflow.

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Workflows

For new Workflows:

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Add a new Workflow.

Click on the + New Workflow button at the bottom of your left-side navigation. You can also start a new Workflow from the ‘Create Workflow’ button or if it’s your first time using Anvil, from the ‘Welcome’ card on your Workflow dashboard.

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Select a document.

Upload a PDF or docX to convert into an Anvil Workflow or select an existing PDF template and click Let’s go.

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You will be redirected to the Workflow editor.

The Workflow editor has a navigation bar at the top with 3 tabs: Webform, Preview, and PDF. When you enter the Workflow editor, you will be in the Preview tab which will show you your auto-generated webform and PDF side-by-side.

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For existing Workflows:

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Edit the Workflow.

Click on the gear icon to the right of the Workflow title and select Edit Workflow.

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You will be redirected to the Workflow editor.

The Workflow editor has a navigation bar at the top with 3 tabs: Webform, Preview, and PDF. When you enter the Workflow editor, you will be in the Preview tab which will show you your webform and PDF side-by-side.

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