# Managing workflows

Applies to: Workflows, Organizations, Destinations

A workflow determines how SnelUBL automatically processes incoming invoices for an organization: which senders are accepted, whether the original is included and which UBL version is created.

## Create and activate a workflow

Set up at least one workflow per organization before processing invoices automatically from email or a cloud folder. A workflow must be active to process incoming documents; if you deactivate it, new documents are not picked up until it is activated again.

## Limit authorized senders

This setting controls which email addresses or domains SnelUBL accepts for the workflow. It prevents invoices from unknown senders from being processed by accident and gives you control over who can submit invoices for your organization.

## Include the original

Enable this option if, next to the UBL file, you also want to receive or forward the original PDF or image file, for example to keep the original next to the UBL version in your bookkeeping.

## UBL version per workflow

Configure per workflow whether output is created as UBL 2.1 or UBL 2.3. SnelUBL uses UBL 2.1 by default. Different workflows, for example for different accounting packages, can use different versions.

## Options and details

| Setting | Explanation |
|---|---|
| Active/inactive | Determines whether the workflow processes new documents |
| Authorized senders | Email addresses or domains whose documents are accepted |
| Include original | Sends the source document next to the UBL file |
| UBL version | UBL 2.1 or UBL 2.3 as output for this workflow |

## Related articles

- [Setting workflow destinations](/en/docs/workflow-destinations.html)
- [Connecting integrations](/en/docs/integrations.html)
- [Settings and organizations](/en/docs/settings-organizations.html)

## Need more help?

Check the FAQ, open the knowledge base or contact us if you get stuck with a conversion, workflow or UBL review.

- [View FAQ](/en/faq.html)
- [Open knowledge base](/en/knowledge-base.html)
- [Contact us](/en/contact.html)