In this article, you will learn more about workflows. There are several links to more detailed articles below.
Workflows are the mechanical engines that allow matters to function; everything that happens within a matter - from the step progression to the automatically created tasks for each matter - revolves around the configuration of these workflows.
Workflows vs. Matters - What's the Difference?
Matters are part of the main application and are used on a day-to-day basis for a number of different functions, such as accounting, billing, document storage and creating file notes.
Workflows, on the other hand, are the collections of settings that allow these matters to be used in the way that they are. Every unique matter type is based on a corresponding workflow. In fact, within the context of Actionstep, 'workflow' and 'matter type' are synonymous and interchangeable.
You will often see the phrases 'matter level' and 'workflow level'. The distinction between the two is that changes that occur at a 'matter level' will only affect the specified matters, whereas changes that occur at a 'workflow level' will affect all matters of that type.
For information on creating workflows, please refer to this dedicated article.
Aside from creating your own workflows, you can install pre-configured workflows from Actionstep's main site. Firstly, make sure you have the correct region selected. Then, navigate to:
Marketplace -> Add-ons
Some of these workflows will be published by third party copyright holders, and a charge may be involved. There are also many free workflows that will greatly reduce the amount of time you have to spend creating your own.