Workflow Templates #

Navigating: Sidebar > Administration > Workflows.

Document Controllers manage workflow templates that can be used as presets when starting workflows on transmittals and letters.

Template Structure #

• Name: Unique within your company.
• Description: Optional.
• Applies to: Transmittals only, Letters only, or All types.
• Steps: Ordered list. Each step has:
  • Title
  • Require comment (yes/no)
  • Assigned participants (selected from users in your company)

Operations #

• Create: Define a new template with steps and participants.
• Edit: Modify the template name, description, scope, steps, and assignments.
• Deactivate: Hide the template from the workflow start form without deleting it.