DynamicPolicy User Manual
DynamicPolicy User Manual

 

 

Administration > Workflows >

Assign a Workflow

 

 

 

 

 

A workflow can be assigned or changed at any time for a document in Draft or Review. Clicking on Add Workflow or on the name of the already assigned workflow users can add, change or remove the workflow. 

 

 

 

The option to add a workflow is also available when a new document is created or when a document is bulk imported and sent to draft. Users can select finalized workflows from the dropdown and even opt No Workflow for the document.

 

 

 

 

 

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