Client or Internal Portals

You can display specific workflows on a page for clients or colleagues to access like this example:

Sample Workflow Display Page

How to set up your workflows page:


1. Create a new workflow and add a "Kickout" page, like this:


Kickout page document automation


2. Add your workflow links in the following format to the kickout page:


[Text you want to appear](link), like the below:

alt text here

You can even add videos and images to these pages.


3. Click "Save and Run".  

This link can now be used to embed a list of workflows on your site, share with specific colleagues, or make a client-facing portal.  

If you want this page to be the one your users arrive automatically when going to mysubdomain.documate.org, please email hello@documate.org.