This guide outlines the step-by-step process for setting up a document upload and approval workflow in Mition. It’s designed to help administrators configure workflows that collect user-submitted documents (such as identification, qualifications, or certifications), assign verification tasks to staff, and optionally gate subscription activation until approval is complete. The workflow can be applied to any user type—whether for onboarding, compliance, membership, or supplier registration—and supports flexible configuration using Mition’s admin tools

To begin, log in to the Mition admin dashboard. From the left-hand menu, scroll down and click on Admin Settings. In the submenu that appears, select Workflows. This section allows you to create, edit, and manage workflows

Click the New button to start building a workflow. In the setup form:

• Set the Section to something relevant, such as “Registration”.
• Choose a Workflow Step like “Manual Document Verification.”
• Enter a Name for the step, such as “Approval.”
• In the Description, explain what the user should expect. For example: “Once you have submitted your details, please allow 1–2 business days for verification. You will be notified once approved.”
• Optionally restrict the workflow to specific roles (e.g., Administrator, Member, Supplier).
• Set the Order to define when this step occurs in the sequence.
• Toggle the workflow Enabled to ONTo begin, log in to the Mition admin dashboard. From the left-hand menu, scroll down and click on Admin Settings. In the submenu that appears, select Workflows. This section allows you to create, edit, and manage workflows

Navigate to Workflow Request Types under Admin Settings. Click + NEW to create a new type. Give it a clear name, such as “User Verification” or “Supplier Onboarding.” Add a description like: “Complete your registration. See tasks still required on your dashboard.” Save the request type.

Click on the request type you just created. Use the + ADD STEP button to include the workflow steps you want users to complete. For example:

• Step 1: Validate field input
• Step 2: Manual approval You can reorder these steps using the arrows and edit their descriptions to guide users clearly.

Go to Subscription Admin and select the subscription you want to associate with the workflow. Click Edit. In the subscription settings

Set the Workflow Request Type to the one you created (e.g., “User Verification”).

Set the Renewal Workflow Request Type to the same or a different one, depending on your needs. This ensures that users must complete the workflow before their subscription or renewal is processed.

When a user logs in, they will see a dashboard with:

• A workflow alert indicating that registration is incomplete.
• A list of workflow steps with instructions and buttons to complete each step. This guides the user through the process and ensures they understand what is required.