Modified Document condition in Workflow 2

🎯 Objective

Explain how to use the Modified Document condition in Workflow 2, allowing the flow to follow different paths depending on whether the document has been edited.

This article contains the following sections:

• Document Modification Conditions
• Workflow Configuration
• Impact on the Flow
• Benefits

💡 When is a document considered modified?

Modified Document allows you to identify whether the file has been edited during the flow.

Although netLex documents are structured and automated through questionnaires, they can be modified in different ways:

• Through the questionnaire itself;
• Directly in the platform’s internal editor;
• Externally, via Word.

With this enhancement, workflows can be configured based on the document’s edit status, automatically routing it to specific validation steps whenever changes are detected.

🛠️ How to configure it in Workflow 2

👉 Logical Branch Configuration

When creating or editing a logical branch, administrators will find the Modified Document property available.

After selecting this property, you must define the expected result:

• Yes → the document has been edited;
• No → the document has not been edited.

From that point on, the workflow will automatically follow the corresponding path.

📊 How the condition impacts the flow

👉 Condition Evaluation

When the document reaches the branching point, Workflow 2 evaluates the Modified Document condition at that exact moment.

The flow will follow:

• The path configured for “Yes”, if the document was edited;
• The path configured for “No”, if the document was not edited.

Important: the evaluation occurs only when the workflow passes through the branch, not continuously throughout the process.

Therefore, we recommend:

• Limiting document editing to specific steps;
• Adding the “Modified Document” evaluation after those steps;
• Blocking further edits in later stages, if necessary.

💎 Benefits

• More dynamic workflows: the document’s path automatically considers whether changes were made.
• Greater security: documents edited during internal stages or external negotiations can be routed to validation before finalization.
• Efficiency and accuracy: reduces rework for unchanged documents and automates validation when needed.

🚀 Keep your documents flowing.