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 doc-link User’s Guide.

Navigating the Workflow Manager

Workflow Configuration Basics

Create a New Workflow

Object (Node) Example

Workflow Example

Modifying Object Attributes

Viewing Assigned Workflow Roles

Configuring a Supporting Documents Workflow

Configuring a Drill-down Documents Workflow

Editing a Workflow

Deleting a Workflow