Create a New Workflow

From the Administration tab, click on the Workflows tile.
The Workflow Manager window will be displayed.
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.
Click the button and select Add New Workflow from the drop-down menu to create a new workflow.
Your new workflow appears in the Workflow Explorer. Under your new workflow are four sub folders (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.

To access DocLink Workflow Manager the DocLink Remote Host Service must be running.

To create a workflow using the DocLink Workflow Manager, you must configure the following workflow elements:

Document Types - the type of documents that will be processed in your workflow.
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.
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.
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 DocLink.

Users must be granted permissions to a workflow and status to access a workflow and its statuses.