Starting a Document Review Workflow | Desktop
Once a document has been uploaded to the register, it’s the Initiator’s role to start the workflow process. Using a predefined workflow template, the Initiator selects the relevant document and applies the workflow, assigning reviewers as needed. This automatically sends notifications to the selected reviewers, prompting them to begin their review.
Interactive Demo
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Initiators can be internal or external users depending on how your company manages document workflows.
To better understand the workflow process and the stakeholders involved please follow this link
Steps
Navigate to the menu bar icon and click Document Register under Document Control.
1. Change to Pending status
2. Select the documents you would like to add to a workflow
3. Click Workflows and select Add to Workflow
Select the workflow you wish to add it to and click Automated Workflow.
Once your Workflow action is finalised, click Execute Workflow.
Please note that at this stage you can modify owners and reviewers for this particular set of documents.