Apply a Workflow When Uploading and Distributing Documents
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).
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
