- Help Centre
- Working with Processed Files
- Creating Workflows
What is a workflow?
Workflows are ways of grouping documents together and defining them to flow in specific ways for export integration which can be set based on on a Workflow Rule
A Workflow Rule is anchored on the document type and a Tag associated to an export integration, <docType>-<Tag>-<Export integration>.
For example,
-
- Invoice (Purchases) - Purchase - Google Sheets is one workflow
- Invoice (Purchases) - Sales - Google Sheets is another workflow