You can use workflows only if Workflow management has been enabled (see basic configuration).
A - Select option Workflow from document menu.
B - Fill Next workflow input fields. Select an action and users to assign it to.
C - Select Update.
SiDocRe - Using workflow
Step 1: assign workflow
You can use workflows only if Workflow management has been enabled (see basic configuration).
A - Select option Workflow from document menu.
B - Fill Next workflow input fields. Select an action and users to assign it to.
C - Select Update.
Step 2: execute action
A - Users who got an action to do, can use option Action from document menu if there is not need to modify document or use options Check-out and Check-in if there is need to modify document.
B - Example with option Action. Select option Action from document menu. Fill Workflow and Comments input fields.
C - Select Submit.
D - Example with options Check-out and Check-in.
E - Select Update.
F - Select option Check-out from document menu.
G - Select Download and save document on your workstation.
H - Select Confirm on Document check-out page.
I - Modify document downloaded on your workstation.
J - Select option Check-in from document menu.
K - Select Electronic document in Type input field.
L - Select Submit.
M - Fill Location, Version, Workflow and Comments input fields.
N - Select Upload.
