To delete an autoflow, please follow the below steps:
- Go to Autoflows under Firm Settings, select autoflow you want to delete.
- Click Operations Menu.
- Click Delete.
While deleting an autoflow you will be asked to confirm or reject the action by clicking “OK” or “Cancel” in the dialogue box appeared.
Add/Create an autoflow
Apply autoflow to a contact
Apply autoflow to a matter
How do I remove a task from an autoflow?
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