Add a Document Workflow to a Project

Your company can define workflows for document approval steps or sign-offs. The project manager can then choose which workflows to make available to the project members on a project-by-project basis. The project manager needs to add the workflow, and then configure the workflow. To add a workflow to a project, the project manager must:

  1. Navigate to Applications > Projects/Workspaces.
  2. Click the Manage Projects/Workspaces folder link in the left navigator.
  3. In the Manage Projects/Workspaces window, select the appropriate project.
  4. Click on the Workflows tab.
  5. Select a workflow that needs to be added from the Workflows dropdown list.
  6. Click on the Add Workflow button.

At this point, the workflow is copied to the project from its Admin > Workflows > Document Workflows configuration. The workflow still needs to be configured and activated before it can be used from the briefcase. See the related articles section for more information on configuring, activating, and assigning document workflows.

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Article ID: 3474
Mon 2/2/15 2:46 PM
Fri 6/1/18 2:30 PM