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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