Define Global Workflow Options

These options apply to every workflow created in the Workflow Manager.

  1. Click the DocLink Workflows folder (top-level folder) in the Workflow Explorer.
  2. The Properties window pane changes to display all applicable properties.
  3. Under Layout Appearance, select the default link color, background color and Text/Graphic color you wish to use when diagramming workflows in the Designer.
  4. Under Management, in the Response URL box, type in the URL to the web site used for remote approving. This functionality is installed as part of the DocLink Web Server installation.

    For most installations the default URL can be specified*:

    http://<servername>/altec.remoteworkflow/default.aspx?WorkflowMove=

    *<servername> equals the name of the DocLink web server specified in the DocLink Web Server installation. For additional information on this setup, please see Configure Remote Approvals.

Any changes made to 'all workflow' options will be applied when new workflows are created. Changes will not affect currently configured workflows.

Users must be assigned to a role that grants 'output' permissions to email, fax and print from workflow.

Users must be assigned to a role that grants 'delete' permissions to delete documents from workflow.