Structure of a Workflow defined by the type of Actions a customer must complete.
A Workflow Template resource defines the structure of your Workflow. The template sets the type of actions your customers will go through (for example: Identity verification, Bank account verification, Signature request).
A Workflow Template is required in order to create Workflow Sessions.
Related guide: Workflow Templates
🔓 Resource access
- Environments:
production,sandbox - Plans:
plus,pro,scale - Add-ons (for production access): none