Create and route an official document

1. Open Documents and create a new document.
2. Add a clear title and upload or prepare the working file.
3. Configure workflow steps in the required order.
4. Add individual staff recipients and select the required action, such as Review, Endorse or Sign.
5. Place signature or approval fields where required.
6. Review the recipients and sequence, save the workflow, then send.

Use official document references and verify every recipient before sending because a workflow becomes part of the institutional record.