Workflow administration screens
Reference of the Workflow screens an administrator uses, in the order of the Administration and Management menus. Each entry states who sees the screen; the journeys explain how to use them. Screens shared with reviewers (Human Review, the review dossier, Awaiting requester correction, Processes) are described in the user manual's Workflow screens chapter.
Where the screens are
| Menu | Screen | Who sees it |
|---|---|---|
| Operations › Build AI | Build AI | Administrator |
| Management › Overview, Processing time, Operator ranking | Management | Administrator |
| Administration › Flow Configuration | Workflows and the workflow editor | Administrator, technical |
| Administration › Review Queues | Review queues | Administrator |
| Administration › Integrations & Deliveries | Webhook Deliveries | Administrator, technical |
| Administration › Connections | Connections | Read: every profile that sees Administration. Write: administrator. |
| Administration › Signer profiles | Signer profiles | Read: every profile that sees Administration. Write: administrator. Not available yet. |
Workflows
Title Workflows. One card per workflow: name, Draft / Published, description, v{version} · {created}.
| Control | Effect |
|---|---|
| + New Workflow | Opens Create Workflow: Name, Description, Start from (blank canvas or one of four templates). |
| Start | Only on a published workflow. Opens Start Workflow to upload the documents of a new process. |
| Edit | Opens the workflow editor. |
| Trash icon | Deletes the workflow after Delete "{name}"?. |
There is no duplicate, import or export.
Workflow editor
Toolbar, left to right: ← Back, the workflow name, the {status} · v{n} badge, Version history, Editing mode (Guided / Canvas), messages, Undo / Redo, Save Draft, Publish.
- Nodes palette (Canvas) or Steps list (Guided) — the phases; see Design and publish a workflow.
- Canvas controls: Zoom in, Zoom out, Fit to screen, Reset view.
- Phase Configuration panel — Description and the phase's settings, or Config (JSON) for phases without a form. Drag to resize widens it.
- Version history — every published version with Inspect and Restore.
Publication refusals
Checked by the editor before publishing:
| Message | Cause |
|---|---|
| Save the workflow first before publishing. | Never saved |
| The workflow must have at least one start node. | No Start phase |
| The workflow must have just one start node. | More than one Start phase |
| Signature validation "{phase}": the {OK/NOK} output is not connected. | An output of a Signature validation phase leads nowhere |
Returned by the service:
| Refusal | Cause |
|---|---|
| Send phase webhook endpoint must be a valid HTTPS URL. | A Send phase has an endpoint that is not an absolute HTTPS address |
rest_call_config_invalid, naming the phase and the field | A REST integration phase is incomplete or invalid — for example no connection, or a mapping issue listed under Issues to fix |
| Workflow not found | The workflow was deleted, or belongs to another company |
| Access denied | Your profile is neither administrator nor technical |
| Signature validation "{phase}": choose an existing signer profile. / the signer profile has no signers. / the rule does not fit the signer profile. | Defined for the Signature validation phase; returned once its service is released |
Any other refusal is shown as Failed to publish workflow.
Starting a process on a workflow that is not published is refused; Start is only offered on published workflows.
Review queues
Title Review queues. One chip per queue with the number of documents waiting; the selected queue lists the company's members to tick, with Find a person, Save, Cancel and Refresh. See Organize human review.
Webhook Deliveries
Filters From, To, Workflow, Status; columns Date/Time, Workflow, Document, Endpoint, HTTP Status, Response time, Outcome, Attempt; Delivery detail with Run ID, Error message, Payload sent and Resend webhook. See Connect your systems.
Connections
Columns Name, Base URL, Authentication, Usage; New connection, Edit, Delete, Test connection. See Connect your systems.
Signer profiles
Columns Name, Signers, Usage; New profile, Edit, Delete. See Validate digital signatures. Not available yet.
Management
Reports for administrators. The service refuses them to every other profile.
| Screen | What it shows |
|---|---|
| Overview | Everything open right now: totals In progress and Awaiting review, and per process type Running, Awaiting review and Oldest. A type opens its runs on Processes. |
| Processing time | For the last 7, 30 or 90 days, per process type: Average, 95th percentile, Slowest, Fastest and how many completed; and the runs in progress with Requester, Elapsed, Remaining, Expected, flagged Later than usual when overdue. |
| Operator ranking | For the same window, documents Decided per operator, with Approved, Rejected and Share. The ranking is by volume. |
Build AI
Administrators only. Describe a process in plain words and the assistant drafts what it needs — forms, document classifiers, workflows and Word templates — through the steps Describe, Questions, Plan and Done. Nothing is created until you select Approve and create.
Not observed yet
- No screen of this chapter has been walked in a signed-in session; captures are pending.
- Build AI is summarised from its interface only.
Last reviewed 2026-10-09 · Version 1.0.0 · Owner: product-documentation