Workflow
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 ...
Reviewer - 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 ...
Builder - Workflow | Desktop
The Workflow menu is where you can create custom workflow templates, check on the progress of workflows, along with managing documents and approving documents if you are a document controller. Document Controllers have access to accept and reject ...
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 menu enables you to create custom workflow templates, monitor workflow progress, manage documents, and approve documents if you are a document controller. It allows users to track the status of documents, including who has reviewed or ...