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this video explains how to create a workflow for a template with eform signs workflow feature you can create a workflow for a template all documents created from a template follow the workflow you created for that template to create a workflow for a template go to the manage templates menu and select the template you want to create a workflow for then click add new participant and add the participants who can fill in this document you can specify the role of each one once you are done go to the configure menu and click the workflow tab to create a workflow by default the workflow will have the start step this step represents the beginning of a workflow and cannot be removed you can add steps by clicking the plus button and remove steps by clicking the minus button there are two types of steps you can add participant is a step for requesting a person to fill out and sign a document if you tick the select recipient checkbox then you can select from the list of groups and members in your