Associating a Workflow to a Document (v10.xx)

Associating a Workflow to a Document (v10.xx)

Once a Workflow Definition, including its statuses and actions, is completed, all that remains is to associate the Workflow with the document type it belongs to. I.e. if the workflow is for a contract revision, then it is not necessary to associate the workflow with the Contract document type.

To associate a workflow with a document type:
  1. Navigate to the [Setup & Administration] module of the 'Projects' database, and open the [Setup] tab.
  2. Select «Document types» from the contextual navigation menu. A list of document types will appear in the content window.

  1. Locate the document type to which the Workflow is to be associated.
  2. Expand the document type by clicking the icon.
  3. Open the displayed record in edit mode.
  4. In the [Associated workflow] field, select the desired workflow from the drop-down list.