Navigate to the Workflow editor to create or edit a Workflow

For new Workflows:

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.

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

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.

For existing Workflows:

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

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.