Start A Workflow From Documents

Start A Workflow From Documents

1. Click "Documents"

2. Select the Folder the Documents are in.

3. Select the files you wish to include in the workflow.

4. Click "Start Workflow"

5. Select the Template you want to use.

6. Edit the "Title" field if required.

7. Edit the "Description" field if required.

8. Attach any further documents if required.

9. Edit the assignee if required.

10. Edit the Duration if required.

11. Edit the workflow step description if required.

12. Click "START WORKFLOW"