Workflow
Managing and Finalising Workflows (Owner Guide) | Desktop
As the Workflow Owner, you oversee the entire review process from start to finish. Once reviewers have provided their feedback and updated their status, you assess all comments and determine the final outcome. You have the authority to approve the ...
Downloading Workflow Documents with Mark Ups via the Document Register | Desktop
Once a document has completed the workflow review process, you can easily identify it within the Document Register. From there, you also have the option to download the document along with its corresponding mark-ups. Navigate to the Document Register ...
How to run a Workflow Report
Keeping accurate reporting and data is critical for day-to-day operations. Workflow and Document Management play an integral role in the success of any project. See below on how to run the Excel report with ease. Access Workflow Go to the main menu ...
How to Download Marked-Up Drawings in Workflows
Users have the ability to download any marked-up drawings made in a Workflow. Navigate to the menu bar icon and click Document Approval Workflow under Document Control. You can download any drawings that are in progress or completed. Once a drawing ...
Workflow and Category Management FAQ
Q&A: Categories and Workflow Management Can we create categories? If so, where? Yes, categories can be created in two ways: Option 1: While creating a new workflow Click on the plus (+) button. Enter the category name. Click on "Save." Option 2: Via ...
How to Manage Workflow Categories - Create and Delete | Desktop
In Commnia, managing your Document Workflow Categories is easily accessible through the Control Panel. These workflows are crucial for ensuring documents are reviewed and approved by designated owners and reviewers before being officially added to ...
Reviewing Documents in a Workflow | Desktop
With Commnia workflows, as a reviewer, you have comprehensive capabilities to enhance the document review process. You can mark up documents, providing detailed comments and annotations to ensure clarity and precision. Once you have completed your ...
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. ...
How to Delete Workflow Template
Navigate to the menu bar icon and click Document Approval Workflow under Document Control. You will be redirected to the Workflows Register page. 1. Click on Workflows Template tab 2. Select the template you want to delete The workflow window will ...
How to Create a New Workflow Template
Creating a workflow template is an essential step in determining the structure of your automated workflow process, ensuring that all necessary steps and stages are clearly defined for effective document management and review. Navigate to the menu bar ...
Commnia Workflows - Overview | Desktop
The Workflow Process The document workflow ensures every file uploaded to the Document Register is properly reviewed and approved. Once a document is uploaded, an Initiator starts the process using a predefined Workflow Template. Assigned Reviewers ...