If you have any saved workflow templates that you want to reuse, click on the drop-sown arrow next to “Choose Workflow Template” and select the one you wish. Click on the ‘Next’ button.
The WebUI (User Interface)
Right-click on the file or folder. Click on ‘Start Workflow’ from the shortcut menu.
You may put your own instructions in the ‘Participant Instructions:’ box. Next choose to have participants act on the workflow in order, one after the other (serial) or simultaneously, in any order they want (parallel), by clicking the drop-down arrow and making a selection.
Click on the ‘Add Participant’ button.
Enter the user’s name in the ‘Begins with’ box and click on the ‘OK’ button. Select the correct user and click on the ‘Next’ button. Repeat this procedure for all Workflow participants. You may move participants up and down in the process order by clicking on the arrows in the ‘Re-Order’ column.
You may now set options for the user. Select the user type by clicking on the ‘Type’ drop-down arrow.
Select whether it is mandatory or optional for the user to check-off on the document in order for the workflow to continue by clicking on the ‘Mandatory’ drop-down arrow.
Enter in the length of time, in days, that the user has to check-off on the document in the ‘Task Length’ box. After it is entered, the due date is automatically calculated. Alternately, select the date the user’s action is due and the length of time is automatically calculated. You may enter the date, or click on the calendar button and select the date from the pop-up calendar.
When all of your users are in place and their options set to your satisfaction, click on the ‘Next’ button.
If you would like to save this workflow as a template, click in the check box next to “Save this workflow and its parameters as a template’. Enter a name in the ’Template Name:’ field.
If you want to be automatically notified as each step progresses, select “Me (Workflow Initiator)” from the ‘Send email notification of workflow progress to:’ drop-down list. Even if “Nobody” is selected, you will be notified of any workflow stoppages.
Click on the ‘Finish’ button.
Emails will be sent out automatically to participants and the workflow will appear in their ‘Tasks’ tab.
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