Monday, July 30, 2018

Organization Workflow

If your organization uses case management, you can require a case be reviewed
or approved. If your organization uses document handling, you can require that
document attachments be reviewed, routed, or approved. Also, if your
organization uses signing limits, you can require that someone approves the
changes or additions to signing limits before they are activated.
The following workflow types are available for Organization administration. You
must create at least one workflow configuration for each type you want to use
workflow approvals for.


Type Use this type to
Case management
workflow
Create a workflow for cases. This workflow type
contains a task for completing cases.
Document handling Create a workflow for attaching documents. This
workflow type contains a task for reviewing
document handling fields.
Signing limits
workflow
Create a workflow for approving signing limit
requests.

To create Organization administration workflows, follow these steps:

1. Open
Organization administration > Setup > Organization administration workflows.

2. On the Action Pane, click
New.

3. Select the type of workflow you want to create, and then click 
Create workflow. The workflow editor is displayed. Design the workflow by dragging workflow elements onto the canvas.

4. Configure each element of the workflow.


5. Repeat steps 2 through 4 to create additional workflows for Organization administration.


Regards,
Hossein Karimi

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