Start a Workflow in the Document Management Tool

Objective

To start a workflow for documents to a project's Document Management tool.

Things to Consider

• Required User Permissions:
  • 'Standard' or 'Admin' level permissions to the Document Management tool.
    AND
  • One of the following permissions:
    • The 'Can Start Workflows' granular permission for Document Management Workflows is enabled on the project permission template. See How do permissions work in the Document Management tool?
    • 'Admin' level permissions to the Project level Directory tool.
    • 'Admin' level permissions to the Company level Workflows tool.

Steps

1. Navigate to the project's Document Management tool.
2. Upload documents if necessary. See Upload Documents to the Document Management Tool.
3. Click the Uploads tab.
4. Complete required fields for the documents. See Complete Information for Documents in the Document Management Tool.
5. Click the Assigned Workflow drop-down menu to select a workflow for the documents.
   Tip! You can assign a workflow to multiple documents using the bulk edit feature. 
   
6. Click Submit.
   This sends the documents to the first step of the workflow. Current Step Assignees will receive an email notification.

See Also

• Review a Document in a Workflow in the Document Management Tool
• About Workflows in the Document Management Tool