> ## Documentation Index
> Fetch the complete documentation index at: https://docs.transparencyhubnetwork.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflows

> Configure application and renewal workflows with approval and payment steps

# Workflows

Workflows define the steps a member goes through when applying for membership or renewing. You can require approvals, document uploads, and payment at each stage.

## Workflow Types

<CardGroup cols={2}>
  <Card title="Application Workflow" icon="file-circle-plus">
    Controls the process for new member applications — from submission to activation.
  </Card>

  <Card title="Renewal Workflow" icon="rotate">
    Controls the renewal process for expiring memberships.
  </Card>
</CardGroup>

## Creating a Workflow

<Steps>
  <Step title="Navigate to Workflows">
    Go to **Administration → Workflows → Create Workflow**.
  </Step>

  <Step title="Name and Type">
    Give the workflow a name and select whether it's for **Application** or **Renewal**.
  </Step>

  <Step title="Add Steps">
    Build the workflow by adding steps in order:

    * **Application Form** — Member fills in required information
    * **Document Upload** — Request supporting documents (ID, certificates, etc.)
    * **Admin Approval** — An admin or moderator reviews and approves
    * **Payment** — Member pays their dues via the configured gateway
    * **Activation** — Membership is activated automatically after all steps complete
  </Step>

  <Step title="Assign to Membership Types">
    Link the workflow to one or more [membership types](/platform/membership-types).
  </Step>
</Steps>

## Example Workflows

<Tabs>
  <Tab title="Simple">
    1. Application Form
    2. Payment
    3. Activation

    Best for open associations with minimal vetting.
  </Tab>

  <Tab title="Approval Required">
    1. Application Form
    2. Document Upload
    3. Admin Approval
    4. Payment
    5. Activation

    Best for professional bodies requiring credential verification.
  </Tab>

  <Tab title="Auto-Renewal">
    1. Payment (auto-charged)
    2. Activation

    For members with auto-recurring payments enabled.
  </Tab>
</Tabs>

## Managing Applications in Progress

View pending applications at each workflow stage from **Administration → Applications**. Admins can:

* **Approve** or **reject** at approval steps
* **Send reminders** for incomplete steps
* **Override** steps when necessary (with audit logging)

<Warning>
  Overriding a workflow step is logged and visible in the audit trail. Use sparingly.
</Warning>