Workflow Templates & Notifications #

Workflow Templates #

Document Controllers manage templates in the Administration section under "Workflows".

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)

Templates can be created, edited, and deactivated.

See Administration > Workflow Templates for management details.

Email Notifications #

• Step assignment: "Action Required - {step title} for {correspondence number}" sent to all participants when a step activates.
• Workflow completion: "Workflow Completed - {correspondence number}" sent to all document controllers in the company when the final step finishes.