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Overview

AI capabilities in Workflow

Overview
Common AI configurations
Advanced settings
Prompt engineering
Workflow Assistant

Admin guides

Overview
Getting started
Actions menu
Processes
- Introduction
- Process library overview
- Create a new process
- Process importing
- Process menu
  
  Process builder
  
  Tasks tab
  
  Request detail config
  
  KPIs
  
  Run request
  
  Discussion tab
  
  Process flow tab
- Process detail
  
  Overview
  
  Copy/Export/Version a process
  
  Allow ad-hoc related requests
  
  Delete a process
  
  Form questions
  
  Links/API Options
  
  Publish status
  
  Set roles and permissions
- Tasks
  
  Overview
  
  Creating a task
  
  Standard tasks
  
  List of task types
  
  Passing data from a child request back to the parent
  
  Document Generation task
  
  Counter task
  
  Data Container task
  
  Document Signing task
  
  Dynamic Assigner task
  
  Dynamic Notification task
  
  Excel Batch task
  
  Excel Import task
  
  File Copy task
  
  Form task
  
  Form prefills setting
  
  Agentic form review
  
  Form Assigner task
  
  FTP Push task
  
  General Notification task
  
  Launch Request task
  
  Milestone task
  
  Open URL task
  
  PDF Generator task
  
  PDF Merge task
  
  Task Assigner task
  
  Task Scheduler task
  
  User Profile task
  
  Approval Task
  
  Overview
  
  Approval by email
  
  Approval with comments
  
  Forms to be displayed in approval setting
  
  Previous approvers
  
  Agentic approval
  
  Integration tasks
  
  Upload file to SharePoint
  
  AI Data Extraction
  
  Database Pull
  
  Database Push
  
  REST Client
  
  Web Service
  
  AWS Lambda
  
  Task menu
  
  Overview
  
  Configuration
  
  Overview
  
  Edit detail
  
  Configure rules
  
  Display settings
  
  Notification settings
  
  Reminders and Timeouts
  
  Dynamic names
  
  Recipients
  
  Overview
  
  Recipients
  
  Assignment settings
  
  Recipient rules
Forms
Reports and KPIs
Users, groups, and categories
Permissions
- Permissions overview
- Manage Roles and permissions
System utilities
On-premises installation
- On-premises Kubernetes deployment
Development resources
Introduction to schedules
Data table management

End user guides

Overview
Document Signing Task
- Document admin
- Document signer
Introduction to your Nutrient portal
Making and managing requests
Managing tasks

Mobile app guides

Overview
Authentication
Dashboard
QR code scanner
Forms
Requests
In-app feedback

Workflow templates

Overview
Civic or city
Cross-departmental
Finance
Human resources
IT
Lambda examples
- Overview
- SharePoint file upload
Legal
Marketing
- Overview
- Collateral request
Operations
Safety
Sales

Form templates

Overview
Finance
- Overview
- Capital expenditure request (CER)
Forms with JavaScript
Human resources
Legal
Marketing
Operations
- Overview
- Maintenance request form

Training

Overview
Additional service training options
Advanced
Fundamentals
Webinars

Troubleshooting

Acknowledgements

Nutrient Portal

Workflow Automation
Form Templates

Form templates

Markdown version of this page, suitable for AI agents and automation

Copy page Copy page as Markdown for LLMs View as Markdown View this page as plain text Open with ChatGPT Explain the page with ChatGPT Open with Claude Explain the page with Claude Open with Grok Explain the page with Grok

Finance

Capital expenditure request (CER)

Forms with JavaScript

Conditional dropdowns
Totaling columns and rows in a grid

Human resources

New hire form
Timesheet form

Legal

Client matter intake form
Contract review request
eSignature form
Non-disclosure agreement (NDA)

Marketing

Collateral request form
Contact form with states

Operations

Maintenance request form

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