Starting a Workflow #

Who can start: Users with the position "Document Controller".

How to Start #

1. Navigate to the transmittal or letter detail page.
2. Go to the Workflow tab.
3. Click "Start Workflow".

4. Choose the mode:
   • Preset: Select a template from the dropdown.
   • Dynamic: Add one or more steps, each with a title and at least one assignee.

5. Optionally add a document controller note and attach files.
6. Click "Start".

What Happens #

• A "Document Controller" step is auto-created and marked as complete (step 1).
• The first review step (step 2) activates.
• All assigned participants receive email notifications.
• If no review steps were added, the workflow completes immediately.