Manage Templates and Delegates
Beacon Flow is a form routing solution that automates and simplifies routing and tracking packages. Within Beacon Flow, users can upload, digitally route, sign, and approve documents. This User Guide is intended to teach Beacon Flow Administrators how to create new templates, manage existing template, and manage Beacon Flow users.
This video details how to create a Flow template, the standardized process for future WorkFlows. Within Beacon Flow, Admin Users can create new Workflow ...
Mon, 23 May, 2022 at 1:59 PM
Within Beacon Flow, Admin Users can modify existing workflow templates. To start, click on the Flow Navigation icon and select Manage Templates. From...
Wed, 22 Dec, 2021 at 5:49 PM
Within Beacon Flow, Admin Users can assign employees a delegate for any Flow user. A delegate can review and sign in place of the employee they are assigned...
Tue, 21 Dec, 2021 at 9:55 AM