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How to add a step in Workflow/ Upload and Sign?
How to add a step in Workflow/ Upload and Sign?
Sriyanka Nakarmi avatar
Written by Sriyanka Nakarmi
Updated over a week ago

You can add different steps in just a few steps:

Note: Adding a step is same for No-Code Automation Workflow and Upload & Sign feature, below given example is from the No-Code Automation Workflow for the reference.

No-Code Automation Workflow

Step 1: Click on More actions and then click on Add a New Step.

Or, click on the plus (+) icon from the current step (Edit the draft step) to add another step.

Step 2: Click on Upload an attachment then Add step.

Note: You can always add any steps to customize the workflow according to your needs. (Example: Approval step after Upload an Attachment)

After adding the step, click on Start yellow button on the top right to activate the added step.

Please feel free to reach out to us at or via our app's live chat if you have any questions.

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