Open the Workflow Manager

1. From the Administration tab, click on the Workflows tile.
2. The Workflow Manager window will be displayed.
3. All currently configured workflows will be listed in the Workflow Explorer window in the upper right-hand corner of the screen. Click the + symbol to expand the list.
4. Click the button and select Add New Workflow from the drop-down menu to create a new workflow.
5. Your new workflow appears in the Workflow Explorer. Under your new workflow are four subfolders (document types, categories, properties and statuses) containing elements that must be configured. Note that the options displayed in the Properties window change to those that are applicable for the item selected in the Explorer.

Create a New Workflow

Step 2: Define All Workflow Options