To apply a Workflow in the past, users needed to upload their documents before selecting them and sending them on to Review. With our newest release we have streamlined this process.
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Apply an Individual Workflow
1. Upload documents as outlined here.
2. After filling in the recipients click on Done & Apply Workflow.
3. The workflow window will open.
4. Fill in the details and add your workflow steps.
Apply Automatic Workflow Configured on Folder
Should you upload documents to a folder with an Automatic Workflow associated to it, you are given the ability to edit the details of that Workflow prior to issuing it.
can click on:
- Skip & Apply Workflow, if you are not adding any recipients to the distribution. This will put the documents into the Workflow.
- Skip Distribution (for more information refer here).
Apply Workflow to Drawings Previously Uploaded to Publication Space
- Select the files to be added to a Workflow
- Click on Apply Workflow
- Choose Workflow
- Fill in any additional details as required
- Apply
