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Workflows Overview

A Workflow is a flexible set of steps that orchestrate the completion of paperwork. Within a Workflow you define a set of documents, participants who need to work with those documents, and tasks they need to perform on the documents (i.e. fill a form, approve, sign, etc.). A Workflow has many options to meet a wide variety of needs, and those options may be applied differently for different documents, participants, or tasks. The output of a launched Workflow is called a Transaction. A completed Transaction is a document, or set of documents, finalized in accordance with your compliance and security needs. You can create a Workflow in the AlphaTrust Control Panel ( and the access it, inject data into it, and launch it via the API.

  1. Displaying a List
  2. Getting Launch Rules
  3. Launching a Transaction