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Custom Workflow

In Circularo, a custom workflow is a tailored sequence of actions and logic designed to manage the lifecycle of documents according to specific organizational requirements, often related to eCorrespondence use cases. These workflows enable structured management of approvals, reviews, and responses for digital correspondence, allowing for automated routing, role-specific actions, and precise tracking. 

Custom workflows ensure flexibility and efficiency, particularly in handling formal communication and document-driven processes. Implementing custom workflows often involves purchasing an add-on, allowing for further tailoring to your company’s needs.

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