Activate/Deactivate a Document Workflow

In order to use a document workflow, the workflow must be active. To activate a document workflow, 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. Click on the workflow that the project manager would like to activate/deactivate. You may need to first add one or more workflows to the project using the dropdown at the top of the page.
  6. Click on the Activate or Deactivate button as necessary.

Once a document workflow is configured and active it can be applied to a project briefcase file. See the related article for how to assign a document workflow to a file for more information on this topic.

Note that a document workflow must be fully configured before it can be activated. See the related article for how to configure/edit a document workflow for more information on this topic.

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Article ID: 3477
Mon 2/2/15 2:46 PM
Thu 7/2/20 9:29 AM