How to Assign a File to a Document Workflow

As part of a Project a file can be routed through a Documment Workflow for vetting or review. In this process, a file in workflow will automatically lock and forward it to the first approver in the workflow. In order to assign a file to a workflow the user must:

  1. Navigate to the desired Briefcase module via the Briefcase or Projects application.
  2. Navigate to the folder in which the file you wish to assign to a workflow is located. Open the folder by clicking the folder name.
  3. Select the file from the file list by clicking on the name of the file.
  4. Click the Assign To Workflow link in the General tab.
  5. Select the workflow from the Workflow dropdown list in the new popup window.
  6. Click the Assign and Start Workflow button.

Details

Article ID: 3706
Created
Tue 2/3/15 12:11 PM
Modified
Fri 6/26/20 9:38 AM