Project Documents

ID #1036

Add document to workflow allows you to add any uploaded document to the project workflows.

Steps to add a document to workflow

  • Click Documents module of either Project workspace or Business workspace
  • Select the desired document from the list of documents
  • In the Toolbox, click Add to Workflow


  • A Start Workflow Wizard opens, select the Project Workflow from the drop down list
  • Enter Envelope Title and Envelope Description in the given text fields. Click Next to continue


  • Select Rule Enforcement from drop down list which includes: Relaxed and Strict
  • Select Priority from drop down list which includes; Normal, High, Low
  • Select Status from drop down list which includes; New, In Progress, Suspended,Completed(closed), Cancelled(closed), this overwrites the status of the initial step if it is specified
  • Enter initial comments in the text box if required

  • Click Finish to complete the process

View Demo Video of How to add a document to workflow


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Last update: 2011-06-29 13:02
Author: Naven Kumar
Revision: 1.19

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