Flow Settings

Every flow has a Settings panel (titled Workflow Settings) that controls its behavior, visibility, access, and notifications. To open it, go to the Flows list, hover the flow you want, click the ⋮ menu on its card, and select Flow Settings.

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General

Set the flow’s core identity and defaults.

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Steps Visibility

Controls whether requesters can see individual steps as their task progresses.

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Permissions

Controls who has access to the flow and what they can do.

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Roles

Add users by clicking + Add and selecting Everyone, specific members, or groups. Remove access with the × next to an entry, or change a role from the role dropdown.

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Field edit permissions

Choose a default for every field in the flow:

• All Fields Need Approval — every field requires approval before a change takes effect, unless overridden at the field level
• No Approval Required — every field can be edited immediately, unless overridden at the field level

Use Fields Require Approval to name exceptions to whichever default you picked.

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Notifications

For each lifecycle event, choose who’s notified: Owner, Assignee, Requester, or All.

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Naming

Build the filename template used for documents this flow produces.

• Task Title — Chamelio names tasks automatically. Choose Agent (an AI-generated title from the document’s content, guided by your own prompt and @ tokens like @Workflow name) or Manual (a fixed template you build with @ fields, with a live preview).
• Version Preferences — control how stored versions are named during the negotiate step.
• Signed Document Preferences — control how contracts are named once signed.

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Reminders

Automatic nudges based on a task’s status and deadlines.

• Who to remind — applies across all reminder types below
• Days in step — remind assignees after a task has sat in a step for N days, on a repeat cadence
• Task not assigned — alert when a task has no assignee, after a configurable delay
• Task overdue — escalate when a task misses its due date