You can automate file processing in Bitrix24 Drive using workflows. Workflows help speed up document coordination across your company.

Workflows are available on both the Company Drive and the Workgroup Drive.

Enable workflows on Drive

By default, only an administrator can enable workflows on the Company Drive. On the Workgroup Drive, both the administrator and the group owner can enable them.

Company Drive overview

To enable workflows:

1. Go to Drive > Company Drive > Settings > Configure workflows.
2. Turn on Activate workflows.
3. Click Save.

After that, workflows will appear in the Company Drive settings.

Create workflows on Drive

You can use prebuilt templates or create your own workflows: sequential or status-driven.

Standard workflows. These are ready-to-use templates for common document processes. Use them to quickly notify users about document changes or collect approvals for a project.

Standard workflows for document approval

Sequential workflows. A sequence of actions that runs step by step until the process finishes. Best for simple tasks, such as sending an invoice for approval.

Status-driven workflows. A set of connected statuses. Each status includes its own sequence of actions. You can move documents back and forth between stages for revisions. Best for complex processes, such as contract approval.

Configure list of workflows

Use the menu next to a workflow to manage it:

• Execute during creation
• Execute during modification
• Edit
• Delete

View workflow log

Logs automatically record all workflow actions.

You may need logs for:

• Troubleshooting with Bitrix24 support
• Checking errors on your own

To view a workflow log:

1. Click the menu icon next to a document.
2. Select Details > More > Workflows.

You can also view logs for all workflows in the Log section.