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Managing and Updating Workflows

4.1 Modify a Matrix Project

  1. Open an existing Matrix from the Documents tab.
  2. Click Modify Project.
  3. Edit details and add new documents.
  4. Click Next β†’ Update.
  5. Wait for new cells to finish processing.

πŸ’‘ Matrix updates preserve previous results and append new data.

4.2 Archive or Unarchive a Workflow

  1. From the Documents Dashboard, open the action menu for any workflow.
  2. Select Archive to remove it from active view.
  3. Switch to Archive view and click Unarchive to restore.

4.3 Delete a Workflow

  1. From the Documents Dashboard, open the action menu.
  2. Select Delete and confirm.
    ⚠️ Deletions are permanent and cannot be recovered.
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