Changing an existing workflow configuration | VDRPro

  • Updated

Product: VDRPro
Applies to: Users with the Manager Plus role

You can rename the configuration and add or remove groups of requestors and approvers. When you change a configuration, only new workflow instances reflect your changes, any approval processes that are in progress are not affected by your changes.

I want to

  • Rename a configuration
  • Add or remove groups of requestors and approvers


  1. Click gear_icon.png Settings in the upper right corner of the screen, then select Exchange Settings
  2. In the Advanced Settings section, select Workflow.
  3. Click Configure to display the Workflow Configuration panel.
  4. Click on the configuration you want to change.
  5. In the Workflow Configuration > Request Approval panel, make the changes.
  6. Click Save Changes.
  7. A message displays indicating that the changes will not affect existing document approvals. Click Save.

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