Workflow Manager

With the Workflow Manager, administrators can easily configure and manage all workflows from one graphical interface.

To learn more about how to use workflow, see the DocLink User’s Guide.

Navigating the Workflow Manager

Define Global Workflow Options

Create a New Workflow

Object (Node) Example

Workflow Example

Modifying Object Attributes

View Assigned Workflow Roles

Configure a Supporting Documents Workflow

Configure a Drill-down Documents Workflow

Edit a Workflow

Delete a Workflow