Workflows

A workflow is a series of steps configured in Vault to align with a specific business process. The different types of steps offer a flexible way to organize a wide variety of processes for an object record, including assigning tasks to users, sending notifications, and changing a record's status. Workflow tasks can allow users to enter comments, choose verdicts, update required fields, or provide eSignatures.

Object workflows are specific to an object, meaning that a single workflow cannot apply to multiple objects. A single object record can only be in one workflow at a time.