Automatic Workflow Based on Folder

Owned by Rebecca David
Last updated: Dec 02, 2024
2 min read

A workflow can be applied to a document or a set of documents from multiple locations within the Publication Space.

Automatic Workflows

Workflows can be configured directly against a Folder at any level. When documents are uploaded to the folder, they are automatically sent on the allocated Workflow and sent to the relevant reviewers.

How to Configure an Automatic Workflow

  1. Select the folder you want to apply the Workflow to.

  1. Click on the Folder Settings button in the Folder Toolbar.

  1. In the Folder Settings page select the Workflows Tab.

  1. Then Click apply Workflow.

  1. Pick the Workflow you want to allocate to this folder.

  1. Then click Submit.

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