4. Route to the Finance Role

A DocuPhase Forms Role is a group of users. When you assign a step to a role, all users in that role will get a task notification and have the opportunity to perform that task.

1. In the Step Properties Assignment tab, remove the email assignment.

2. Type Finance into the Assign to Role field. 

This video will also show you how to add an email mid-flow that updates the original user with the status of their request, and how to configure a message to display when the workflow completes.