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Workflow Automation enables you to automate the steps in a processes you complete regularly, such as document approvals or file archiving. Simply choose a trigger event that initiates the workflow, then select from a group of simple steps, such as moving a file to a new location or waiting for an approval. Add as many steps as required to complete the workflow, and for each step, fill in parameters, such as folder locations, email addresses, and number of approvals.

The following video introduces you to the process of creating an automated workflow. In this example, we use the Wait for Approval workflow action to require that a share be approved before it is created.

The number of workflows available to you to create depends on the type of FileCloud license you have.

Now that you have seen how Workflow Automation is performed, check the following topics for more information on what you can achieve with Workflow Automation and for more detailed steps for creating workflows.

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