Getting Started with Workflows

To ensure your Workflows are tailored to your organization’s needs, our Client Success team will create them with you as part of our five-star service.

We’ll work with you to:

1. Understand the process you want to automate
2. Map out the roles, steps, and approval structure
3. Collaborate on a proposed diagram for your Workflow
4. Build and deploy the Workflow in Pereview

Ready to create a Workflow?

Reach out to the Support team, and we’ll get the ball rolling:

• Email: support@pereviewsoftware.com

• Help Center: Submit a request here

• Chat Support: Follow the instructions here