Assigning ERM Documents to a Workflow

Documents processed by ERM can be placed in a workflow category for workflow processing.

1. Select the Category from the drop-down list. When ERM places documents in workflow, they will be assigned to the first status designated for the workflow.
2. Click OK to save the ERM configuration.
3. To test your ERM configuration, return to the ERM input source that you disabled in Step 1: Capturing Sample Documents and enable it. If the ERM service is turned on, it will attempt to process your sample documents.

Configure ERM for a Document Type

Step 6: Rendering Options

Step 8: ERM Filtering