Cannot use workflow template

Question

Hi everyone, im was looking into Send and Store W-4 using Sharepoint template but seem dont have the button for using it like in the video and i cannot find the option for workflow permission in user profile. Im on business pro plan though, what should i do next

Glen.Steinhardt · Accepted Answer

Hi Wuang,Can you please offer a bit more information regarding the ‘button’ you’re referring to?To attempt to duplicate your issue, I went into Maestro and clicked on the Create Workflow button at the top.Is this the button you’re referring to?If so, your users Permission Profile is required to have the Create User permission for Maestro Workflows enabled. This will make this button available.Once enabled, I then chose the Browse Templates button which guided me to our pre-configured workflow templates for Maestro.I scrolled down to the bottom under the ‘Tax and Accounting’ section and clicked the Details button for the ‘Send and Store W-4 Using Sharepoint’ template to view the video, then clicked the Use button to automatically install the template.I hope this helps!

Ma.Cubio · Answer

Hello ​@Wuang NHow are you? I'm checking in to see if you still need assistance. If yes, kindly reply here with more context or confirm if the issue has been resolved.If you run into any problems, we're happy to help with those here. Wishing you a smooth rest of your day!Ma. Cassandra | Docusign Community ModeratorMark as “Best Answer” if this helped clarify things.

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