How to Run a Scenario

This document explains how to start a scenario from the scenarios list, what happens when it runs, and how to continue or restart scenario steps.

Run a scenario

1. Open the scenarios list.

2. Click the scenario you want to run.

The system creates a draft envelope based on the first step of your scenario. If the conversion rule for this step provides all the necessary data, the envelope is filled in automatically.

Once the envelope is ready, you and other participants can move to the next step. To do this, any participant can open the envelope and click the action button in the bottom-right corner.

The button's name will match the step name you set in the scenario configuration. If a participant rejects the envelope, you can restart the process using the envelope from the previous step.