Workflows provide a way for you to coordinate collaborative efforts. When you set up a workflow you choose who will be part of the process, what their instructions are, whether their participation has to proceed in a particular order, and whether their participation is required or optional. When you launch the workflow, the system automatically grants the required permissions to the participants and sends them an email with instructions and a link to the contents under review. The system will also send emails to the initiator to keep her apprised of the workflow progress.
In addition to the email notifications, participants in the workflow will find a list of pending jobs by clicking the “Tasks” tab in the document manager. Completed tasks will show up under “Reports & Tools > Workflow History.” Workflow initiators will find both active and inactive workflows under the same “Reports & Tools” tab.
Workflows are a great way to handle situations when several people have to sign off on a document.
To launch a workflow:
- Navigate to a screen where you can see the file or folder on which you want to run the workflow
- Right- or control-click on the file or folder and choose Start Workflow
- Follow the steps as they present themselves
To see the complete process in action, watch the animated demo: