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You can watch the playlist on YouTube or follow along right here.

Step 1

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Create a 3 Step Purchase Order

Click the blue plus (+) icon and select Create a New Workflow. This launches the Workflow Design Wizard, where you can give your workflow a name and description, and then outline the workflow steps and their assignments. frevvo will automatically create your workflow outline, a default form with some commonly used controls, and some business logic to show and hide approval sections on the appropriate steps. Try out this fully functioning workflow right away!

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