Workflow Configuration Basics

To access doc-link Workflow Manager the doc-link Remote Host Service must be running.

To create a workflow using the doc-link Workflow Manager, you must configure the following workflow elements:

1. Document Types - the type of documents that will be processed in your workflow.
2. Categories - a collection of items in workflow. Documents in a category can be in one of many different statuses, indicating where they are in the approval process.
3. Properties - the properties that must be pre-indexed in Indexing Batch and/or which property will be used to search for documents of this type in workflow.
4. Statuses - the workflow statuses that correspond to different processing steps in your company's business process.

Users must be granted view permissions for the document type to see the document type in doc-link. Users must be granted permissions to a workflow and status to access a workflow and its statuses.