How to send multi-role workflow questionnaires to respondents

A quick guide outlining the steps to send out document automation workflows to the right people

Before you publish your document automation workflow, you can add the email addresses of the people you'd like to respond to or fill out your questionnaire.

After the document automation workflow has been published, that option no longer exists. Instead, you'll need to send to recipients from another location within the application. 

Navigate to the document menu option then click on the relevant document automation workflow. On the screen that loads, click 'share workflow.'

A modal will appear on the screen. Within the modal, click the 'add role group' button. 

When you click the button, you can add the email addresses of the people you'd like to send the questionnaire to. When you're done adding their email address, click 'save group.' 

You can repeat this process as many times as you want. Once you've added all the role groups, click share workflow. Emails will be sent out to all of the recipients you've added.