- In the Workflow Steps form, specify the name of the scenario step
- Fill in the destination UUID of the template and the UUID of the template version of the template you need
- You must enter an xslt conversion rule that will create the envelope after running
- You can check the 'Send an envelope immediately after starting a step' checkbox if you need this action
- Click the Save icon in the upper right corner of the step
The latest version of the template UUID is automatically applied in the field after entering the template UUID
To create the second, third, and the rest of the steps, click on the '+ Add new step' button next to the Scenario steps heading. After that, a new form will appear, but you will need to fill in a new Source field and possibly check the Condition checkbox. The Source field is two fields with the template UUID and the template version UUID of the previous step in the scenario.
