Workflow

 

 

Links/Videos:

 

 

This popup command allows you to request approvals from a document.

 

Creation stages / Use:

 

Select the Workflow... popup command from a document.

 

  1. Select a life cycle action from the drop-down list.

  2. Enter a comment before validating. This comment will be visible to the approving user.

  3. Validate by clicking .

 

 

  • When a request is in progress, an hourglass overlaps the document icon until the request is accepted or rejected.

  • The Requests tab at the bottom of the screen allows you to view pending requests.

  • All requests and request cancellations are saved in the document history.

 

 

A pending approval document can only be opened for consultation. You cannot modify it.

 

 

Modifications / Additional information:

 

On the Requests tab, you can move the document up the tree and move and delete the request using the corresponding popup commands.