> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/settings/workflow-manager/workflow-documents-and-document-settings.md).

# Workflow documents and document settings

A workflow decides which documents a project can have, when each one becomes available, who can create it, and what shows on it. In the OrderEazi workflow editor, you set this on the **Documents** tab. A rep on the project then sees exactly the documents your process allows, at the right point.

### Before you start

You'll need the **Workflow Manager** permission, in the **Settings** permission group. Adding, activating, and removing documents only changes projects created after you save. Document settings are different: see the warning under **Document settings**.

### How to add a document to a workflow

1. Open the workflow in the editor and select the **Documents** tab.
2. Choose one or more document types in **-- Select document types --**.
3. Select **Add document(s)**.
4. Select the document's **Active** badge to make it active.

New documents start inactive. Only active documents are added to new projects, and can be unlocked by a step.

The list shows each document's **Unlocking steps**, the steps that make it available, or "(starts unlocked)" if it's available from the start. **Restrictions** shows any documents that must exist first. Documents marked **Auto** are created by the workflow itself, for example the sales order on order approval.

**Example:** You add the quote, sales order, and tax invoice to a workflow. The quote starts unlocked. On your "Order Approval" step, you unlock the sales order. In the tax invoice's settings, you restrict it until a sales order exists. A rep can't invoice an unapproved order.

### Document settings

Select **Edit** on a document to open its settings:

* **Access:** Who can create the document, and who can void it. If you leave the users and roles empty, only administrators can.
* **Alerts:** Who's notified when the document is created or voided, and whether the sales rep gets a request when it unlocks.
* **Emails:** Whether the email section shows on the document screen, whether email starts turned off, and the email templates for the client.
* **Display Settings:** What shows on the document by default, under **Show on the document** and **Hide from the document**. Reps can change these on each document.
* **Documents:** **Creation restrictions**: documents that must exist before this one can be created.
* **Payments:** Turn on payment links for this document, and choose the payment app. It only appears with a payment app installed.

Select **Save** to keep the settings.

> **Warning:** Saving document settings changes that document on every project using this workflow, not just new ones. Check the settings before you save.

### How to deactivate or remove a document

Select a document's **Active** badge to deactivate it. It's removed from new projects and from every step's unlock list. Projects already using it keep it. To remove it from the workflow, select **Delete** and confirm.

### Related pages

* [Configuring a step](/central/order-management/settings/workflow-manager/configuring-a-step.md): unlock documents from a step
* [Documents](/central/order-management/documents.md): what reps see when they create a document