Document of record
Automatically generate and deliver a PDF document and then archive it to your content management system or repository of your choice to easily maintain compliance.
Features
Visual Workflow Editor
Visually design workflows to connect forms, onboarding, and customer communication processes while integrating data along the way to allow you to route content and approvals in real time, according to your established business processes.
Set the rules for creating your own enrollment and communications.
You don’t want to rock the boat on your business processes, so you need an end-to-end enrollment and communications platform with workflows that are flexible enough to support your existing business processes, and robust enough to integrate data along the way.
With our visual workflow editor, you can easily match the flow of your forms with the way your teams already work. Connect forms, onboarding, and customer communication processes, and integrate data along the way to dynamically route content and approvals.
See what makes it work.
Reusable workflows (NEW)
Reuse saved workflows across any number of forms to quickly scale your common processes.
Drag-and-drop authoring
Easily add and update standard workflow components. Drag and drop workflow steps and then visually rearrange them in the editor.
Data integration
Connect data captured in forms and other sources, and pull that data into a workflow for decisioning.
Configurable components
Use out-of-the-box components like an email workflow step or Adobe Sign workflow step to help develop your workflow.
Learn more about visual workflow editor in Adobe Experience Manager.
Get to know Workflow Editor.
Learn how to use Experience Manager Workflow Editor to automatically process content and facilitate governance in our tutorial video.
Get the most out of workflow functionality.
Find out how to develop custom steps for your workflows as well as how to use programs and scripts to interact with them in our Help section.
See related features
Electronic signatures
Simplify approval processes where multiple customers or approvers need to sign in parallel or sequentially with secure and legal e-signatures for any form or document, using any e-signature solution, like Adobe Sign.
Applications dashboard
Route application submissions through customized workflows and a centralized dashboard for review, approval, and digital signatures by back-office employees, even on the go.