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3. To configure the step, click on the Cog icon.

4. Here you can edit the Step Details.5. Give the step a name.

65. Configure which user is the reviewer at this step.

76. Configure the duration for this step before it goes late.

8. Click Done.

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9becomes late.

7. Place a tick in the checkbox if you would like to automatically progress the workflow when the due date is reached.  If this is left unticked the reviewer will be sent a reminder and the workflow will not progress to the next step until that reviewer has actioned their step.

8. If there are multiple reviewers in a step, you will need to select which user will complete the step when the due date is reached and what the Verdict will be.

9. Place a tick in the checkbox for Partial Review Verdict if you require a Verdict to automatically apply if a reviewer has added mark-ups when the step due date is reached but has not completed the review. 

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10. Click Done.

11. Continue to add and configure each step until the workflow is complete then click Create.

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