workflows is required
Launch a workflow on a selection of documents
from the documents list grid and clicking on the Start workflow icon. The system asks you to choose one of the available workflows, just confirm your selection and the workflow will be launched. The Workflow status property of the selected documents...Designing a Workflow
To add a new Task in your workflow template, click the on Add Task button in the toolbar and a new square appears into the design panel. By default, it is a blue square, if you want to make it your initial task, just double click over it and select the...Workflow
to use a workflow. A workflow is a process in which a chain of users is defined to review, approve or reject a document. Workflows are traditionally used to validate documents (make them go to an "Approved" state), but they can also be used to have the...Workflow triggers
Workflows can be automatically started when documents are created into a specific folder. If you have the Workflow permission in the current folder, you can configure the automatic workflow execution. In the Workflow tab of the folder's properties...Creation
Into the [Workflow] panel you can create and configure a new workflow template. Clicking on [New Workflow Template] you can configure a new workflow template. The workflow settings consists of: Name Description Task-Assignment Reminder Supervisor In...Completing a Task
Here you find three dashlets that show: tasks assigned to you directly tasks which you can take the ownership tasks of workflows in which you are the supervisorWorkflow Elements
Each workflow is composed by several tasks connected by transitions. In the designer, each task is drawn as a box with specific icon and color, and you can move them simply by dragging the object where you want in the drawing panel. To edit the...Workflow Status
At any given moment any workflow instance has one status, that is the currently executing task. When the workflow starts the status is the initial task you have declared in the template designer, that the status changes according with the transitions...Workflow History
In the Workflow section of the dashboard, click on History to access the complete history of all the workflow instances. In the Workflow selector, choose one of the entries to which you have access and optionally put a tag you are looking for and press...Automation
proper actions automatically. Many objects support Automation and allow you to define custom Automation's scripts(folders, workflows, emails, etc.) Please look at the Automation Syntax Guide to familiarize with the syntax. You may also look at the...Dashboard
The Dashboard screen offers several information services and utilities, including user statistics, tags, messages, calendar events, and workflow tasks. User This section shows statistical information about your system activities, including the list of...Complaint Rationale
parallel tasks also. If the complaint is accepted, a payment procedure is started. DownloadParameters
of the recorded events for the users history.workflow.ttl: Time to live (expressed in days) of the recorded events for the workflows history.enabled: Enables the events recording load.cpumax: When the average CPU's load reaches this value, the running...Invoice Approval
the payment procedures. At the end, the supplier is notified about the result. DownloadSetting up folder's security policies
If you have the Security permission in a folder, you can access the Security tab of the details panel. [lightbox2 title="Folder's security" data-caption="Workflow Dashboard"...Workflow Elements
Each workflow is composed by several tasks connected by transitions. In the designer, each task is drawn as a box with specific icon and color, and you can move them simply by dragging the object where you want in the drawing panel. To edit the...Workflow Status
At any given moment any workflow instance has one status, that is the currently executing task. When the workflow starts the status is the initial task you have declared in the template designer, that the status changes according with the transitions...Workflow History
In the Workflow section of the dashboard, click on History to access the complete history of all the workflow instances. In the Workflow selector, choose one of the entries to which you have access and optionally put a tag you are looking for and press...Automation
proper actions automatically. Many objects support Automation and allow you to define custom Automation's scripts(folders, workflows, emails, etc.) Please look at the Automation Syntax Guide to familiarize with the syntax. You may also look at the...Dashboard
The Dashboard screen offers several information services and utilities, including user statistics, tags, messages, calendar events, and workflow tasks. User This section shows statistical information about your system activities, including the list of...Complaint Rationale
parallel tasks also. If the complaint is accepted, a payment procedure is started. DownloadParameters
of the recorded events for the users history.workflow.ttl: Time to live (expressed in days) of the recorded events for the workflows history.enabled: Enables the events recording load.cpumax: When the average CPU's load reaches this value, the running...Invoice Approval
the payment procedures. At the end, the supplier is notified about the result. DownloadSetting up folder's security policies
If you have the Security permission in a folder, you can access the Security tab of the details panel. [lightbox2 title="Folder's security" title="Workflow Dashboard"...Workflow Elements
Each workflow is composed by several tasks connected by transitions. In the designer, each task is drawn as a box with specific icon and color, and you can move them simply by dragging the object where you want in the drawing panel. To edit the...Workflow Status
At any given moment any workflow instance has one status, that is the currently executing task. When the workflow starts the status is the initial task you have declared in the template designer, that the status changes according with the transitions...Workflow History
In the Workflow section of the dashboard, click on History to access the complete history of all the workflow instances. In the Workflow selector, choose one of the entries to which you have access and optionally put a tag you are looking for and press...Automation
proper actions automatically. Many objects support Automation and allow you to define custom Automation's scripts(folders, workflows, emails, etc.) Please look at the Automation Syntax Guide to familiarize with the syntax. You may also look at the...Dashboard
The Dashboard screen offers several information services and utilities, including user statistics, tags, messages, calendar events, and workflow tasks. User This section shows statistical information about your system activities, including the list of...Complaint Rationale
parallel tasks also. If the complaint is accepted, a payment procedure is started. DownloadParameters
of the recorded events for the users history.workflow.ttl: Time to live (expressed in days) of the recorded events for the workflows history.enabled: Enables the events recording load.cpumax: When the average CPU's load reaches this value, the running...Invoice Approval
the payment procedures. At the end, the supplier is notified about the result. DownloadSetting up folder's security policies
If you have the Security permission in a folder, you can access the Security tab of the details panel. [lightbox2 title="Folder's security">
Workflow Elements
Each workflow is composed by several tasks connected by transitions. In the designer, each task is drawn as a box with specific icon and color, and you can move them simply by dragging the object where you want in the drawing panel. To edit the...Workflow Status
At any given moment any workflow instance has one status, that is the currently executing task. When the workflow starts the status is the initial task you have declared in the template designer, that the status changes according with the transitions...Workflow History
In the Workflow section of the dashboard, click on History to access the complete history of all the workflow instances. In the Workflow selector, choose one of the entries to which you have access and optionally put a tag you are looking for and press...Automation
proper actions automatically. Many objects support Automation and allow you to define custom Automation's scripts(folders, workflows, emails, etc.) Please look at the Automation Syntax Guide to familiarize with the syntax. You may also look at the...Dashboard
The Dashboard screen offers several information services and utilities, including user statistics, tags, messages, calendar events, and workflow tasks. User This section shows statistical information about your system activities, including the list of...Complaint Rationale
parallel tasks also. If the complaint is accepted, a payment procedure is started. DownloadParameters
of the recorded events for the users history.workflow.ttl: Time to live (expressed in days) of the recorded events for the workflows history.enabled: Enables the events recording load.cpumax: When the average CPU's load reaches this value, the running...Invoice Approval
the payment procedures. At the end, the supplier is notified about the result. DownloadSetting up folder's security policies
If you have the Security permission in a folder, you can access the Security tab of the details panel. [lightbox2 title="Folder's security" width="600">Setting up document's security policies
If you have the Security permission in a document, you can access the Security tab of the details panel.