The fastest way to get started with the Workflow Manager is to view our Workflow Manager Help Videos:
First Time Setup (WFM1) - Learn how to get started with using the Workflow Manager in your firm.
Using the Workflow Manager (WFM2) - Watch how to be more productive in your engagement management by using the Workflow Manager.
Creating Custom Workflows (WFM3) - Create custom workflows to track the progress of your firm's files.
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