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
Upload documents as outlined here.
After filling in the recipients click on Done & Apply Workflow.
The workflow window will open.
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
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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
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