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Adding the First Step to a Workflow

Drag  a New Form, Existing Form, Summary or HTTP step from the Palette and drop them into the flow work area. If you are adding the first step of a workflow, drag the step from the Palette and drop it in the guide box. You will only see the guide box when adding the first step.

If the following properties are selected in your form, they will be unchanged when you drag and drop this form into a flow as one of the steps:


  • Save/Load
  • Task Info
  • Allow Sign Pad
  • Printable


  • Orientation