Applies to: Everyone
Workflows are predefined interactions that are designed to control the flow of documents and ensure that they are handled in a consistent way.
Workflow definitions serve as templates from which exchange managers create specific workflow configurations. Managers then apply these configurations to documents that are uploaded to the exchange, creating workflow instances — the actual requests for document approval, for example.
Workflow configurations can be created only by exchange users with the Manager Plus exchange role. Users with other exchange roles can be task initiators (submitters of documents) or document reviewers.
Available workflow definitions
One step document approval
In this workflow, a submitter sends a document to a reviewer, who can:
- Accept the document
- Reject the document
- Request that the document be resubmitted with changes
If the document is accepted or rejected, no further action is required. The workflow instance is considered complete.
About submitters, reviewers and approvers
Submitters provide documents to reviewers and approvers. Except for requests for information, submitters initiate workflow instances. (That is, the submitters begin the process by submitting a document for review or approval.) You can select one or more individuals, the members of a user group or all the exchange members with a particular exchange role (such as Reviewer) to be submitters.
When you select reviewers and approvers for a workflow, you can select one or more individuals, the members of a collaboration group, or all the exchange members with a particular exchange role (such as Manager) for these tasks.