• Understanding Workflow Automation

  Workflows are built in Workflow Designer. This provides 2 different canvasses: A no-code, browser-based, drag-and-drop design tool. In this tool Users can visually design...

  First posted: May 4th, 2022 3232 views 0 likes
• Automatically sending out emails (Straight through processing)

  As part of your processes, there may be documents that you require to be sent out without the need for a human touch, and...

  First posted: February 9th, 2023 836 views 0 likes
• Trigger workflows from a Maintenance Plan

  Maintenance Plans are an Administration function. You can think of them like a UI-powered Cron Job.  A handful of plans are supplied with Clio...

  First posted: December 2nd, 2024 397 views 0 likes
• Stopping a Workflow

  It is now possible to stop individual instances of a running workflow in cases where one is hanging or where you triggered multiple while...

  First posted: December 2nd, 2024 285 views 0 likes

Subcategories

Getting Started

Getting started with the workflow modeller.

3 Articles by 3 Authors

Visual Workflow Toolbox

Information on many of the workflow toolbox items available in the system.

43 Articles by 6 Authors

Using Allocation Rules within workflow

2 Articles by 1 Author

Managing workflows within a live environment

1 Article by 1 Author