Creating workflows | InvestorVision

  • Updated

Product: Intralinks InvestorVision
Applies to: General partners
 

If the person that is responsible for uploading documents is different from the person responsible for publishing the documents, you can create a workflow that allows for a review step before publishing. Workflows can be created for adding documents and adding postings.

When a document or posting is uploaded, workflow tasks can be viewed by clicking the Tasks tab on the document or posting.

I want to

  • Request that documents be reviewed before they are published

Steps

  1. From the Profile menu, select Workflow.
  2. Click Configure Workflow.
  3. Select the type of workflow:
    • Document – the workflow will apply to document uploads.
    • Posting – the workflow will apply to document postings.
  4. In the Workflow Name field, enter a name for the workflow and click Next.
  5. In the Select Input to Rules field, select the process that you want the workflow to apply to, either All Documents or All Postings.
  6. In the Select Output to Rules field, select whether to add steps for an approver, publisher, or both approver and publisher.
  7. In the Approver Type field, select the role, group, or user type that can approve documents or postings.
  8. In the Approver field, select the role, user, or group that fulfills the approver role.
  9. In the Publisher Type field, select the role, group, or user type that can publish documents or postings.
  10. In the Publisher field, select the role, user, or group that fulfills the publisher role.
  11. Click Confirm.
  12. Select whether the document or posting creator can be the publisher or approver and click Save.
  13. Verify that the workflow is set up the you want and toggle the Disabled button to Enabled.

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