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Workflow.mp4

https://actionstep.zendesk.com/hc/en-us/articles/360022750594-Configuring-Workflow-on-your-Matter-Types in Actionstep Help Center

 

Hands-on

  • Add the step “In Progress” to your Bankruptcy matter type.
  • Make sure all paths lead to a “Closed” step.
  • Create a Bankruptcy matter to test your workflow.
  • Add different types of steps (alt, jump).

 

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