Using workflows

A workflow lets you generate a document from a set of templates to a set of destinations. You can create workflows that launch from either a fillable form in the web app or from an API call.

You can do the following tasks related to workflows:

• Create a workflow
• Edit a workflow
• Launch a workflow
• Filter a workflow

Using the API, you can also launch a batch of workflows, allowing you to generate multiple documents at the same time.