Define All Workflow Options

These options apply to every workflow created in the Workflow Manager.

1. Click the doc-link Workflows folder (top-level folder) in the Workflow Explorer.
2. The Properties window pane changes to display all applicable properties.
3. Under Layout Appearance, select the default link color, background color and Text/Graphic color you wish to use when diagramming workflows in the Designer.
4. Under Management, in the Response URL box, type in the URL to the web site used for remote approving. This functionality is installed as part of the doc-link Web Server installation.

   For most installations the default URL can be specified*:

   http://<servername>/altec.remoteworkflow/default.aspx?WorkflowMove=

   *<servername> equals the name of the doc-link web server specified in the doc-link Web Server installation. For additional information on this setup, please see Configure Remote Approvals.

5. To continue configuration, define general workflow options.

Any changes made to 'all workflow' options will be applied when new workflows are created. Changes will not affect currently configured workflows. Users must be assigned to a role that grants 'output' permissions to email, fax and print from workflow. Users must be assigned to a role that grants 'delete' permissions to delete documents from workflow.

Create a New Workflow

Step 1: Open the Workflow Manager

Step 3: Define General Workflow Options