Assign Workflows and Statuses

1. Open the Roles window and select the Workflow tab to associate workflows and workflow statuses with the role. The tree view displays each workflow and workflow status that has been associated with the role. Use the + and – symbols to expand and collapse the tree.
2. To add or remove a workflow or workflow status from the role, click the Configure button. The Workflow configuration dialog is displayed.
   1. Use the + and – symbols to expand and collapse the tree.
   2. To remove one or more workflow status for the selected workflow from this role, select the workflow status uncheck the box.
3. Continue this process until all appropriate workflow statuses for the selected workflow have been associated with the role.
4. If necessary, select another workflow and follow the same steps to associate workflow statuses for that workflow.
5. When all appropriate combinations of workflows and workflow statuses have been associated with the role, click OK. The workflows and workflow statuses will be displayed on the Workflow tab.

Step 5: Assign Smart Forms