General Workflow Options

General options apply to a currently highlighted workflow in the Workflow Explorer, unlike global workflow options that apply to every workflow.

  1. Highlight a workflow folder from the Explorer, or create a new workflow, click the down arrow on the button and select Add Workflow from the drop-down list.
  2. The properties window changes to display all applicable properties. Fields that are grayed out cannot be changed.

General

  1. Enter or change the Name of the workflow you are working on.
  2. In the Description field enter a short description of your workflow.

Processing

  1. If you will be configuring the selected workflow for a drill-down workflow, select True for the Allow Drill Down option.

    A drill-down workflow allows a user to double-click a document in workflow to see all the supporting documents associated with the selected document.

    A second workflow window labeled 'drill-down' opens, and is populated with the selected (or primary) document and its supporting documents. You can display a document by clicking on that row in the grid. The document opens in the viewer, along-side the Workflow window. Any property fields that are white can be edited, and if configured to be numerical fields, will total up in the row containing the primary document.

  2. If you are running a side-by-side integration that requires you to enter the DocLink Image ID into a field on a voucher entry screen, select True for the Copy to Clipboard option. The DocLink Document ID for a currently highlighted document in the workflow window will automatically copy to the Windows Clipboard.
  3. After Document Types have been selected for the workflow, you can choose the default document type. Click the down arrow in the Default Document Type field and select an item. When documents are sent to a category from the Indexing Batch tab they will automatically be associated with the document type selected here.
  4. After Statuses have been created for the workflow, you can choose the status from which documents will be (automatically) removed. Click the down arrow in the Workflow Remove Status field and select a status.

TopLevelFolder

  1. From the drop-down list, select the DocLink Company (top-level folder) associated with this workflow. When documents are sent to a category in the Indexing Batch tab they will automatically be associated with the company selected here.

    NOTE: A company must be selected for the workflow before the workflow can be saved. If you do not select a company, you will receive a warning to select one.