Apply a Review Workflow

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.

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

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

4. Then Click apply Workflow.

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

6. Then click Submit.

Automatic Workflows with Auto Distribution

From a Folder

To Apply a workflow to documents form a folder.

1. Select the documents you want to put on a review.

2. Click on the Workflow button on the document toolbar.

3. Pick the Workflow you wan to send these documents on and click 

From a Transmittal

On the transmittal, Tools drop down select Apply Workflow.

Pick your Workflow, Click Apply.

From the Basket

Add the documents you want to to the basket.

Then in the tools drop down select Apply Workflow.

Add Info Users to a Completed Workflow

You can add info users to a Document Review Workflow upon it’s completion. These users will be notified with a link to the Worflow. The users will also be granted all markups generated as part of the workflow.

You can configure or apply this in 3 different ways :

1. Configure your Workflow to add info users upon its completion. With this setting, the configured users are automatically added to the Workflow when it has moved to a closed status.

a. Go to publication space settings

b. Click workflows tab

c. Go to ' Add these people to the workflow when workflow is completed' and add contact 

d. Click Save

2. When you are applying a workflow. You can add users at the point of applying a workflow so that these users are granted access to the work upon it’s completion.

Steps:

a. Go to Publication Space and select documents

b. Click 'Apply workflow button'

c. Choose the Workflow to be applied from the left

d. Click into "ADD THESE PEOPLE TO WORKFLOW WHEN WORKFLOW IS COMPLETED"

e. Add contacts of the recipients 

3. For completed Workflows, you can add additional Info users by clicking on the Add Info users button in the toolbar. 

The 3rd option is only applicable to Workflows created and completed after the April 24 release. This option will not be available for Workflows completed prior to this release.

Steps:

a. Go to WTX that you would like add info users to

b. Click 'Add info Users'

c. Add contact under 'INFO USERS'

d. Click 'Add Users'

You will now see these users under INFO heading