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 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).