Create a document work flow

To channel project members' work on documents, set up rules for how a document can move forward.

Before creating a document work flow, see that these criteria are met:
A work flow is a sequence of changes from one status to another. You can define status transitions for any combination of document statuses in Document Settings.
  1. Click PROJECT ADMIN from the Project Home menu.
  2. Click Document Settings.
  3. Click the WORKFLOW tab. The WORKFLOW tab lists the transition rules for all the document statuses that you have configured already. You can also add new transition rules, if required.
  4. Move your mouse over the status rows to view the edit transition icon.
  5. Select one or more roles that can make the status transition and the Required Fields for Status Transition from the drop-down lists.
  6. Click Save.
  7. To add a new transition rule, click Add Transition. A new row is added for the work flow.
  8. Select the From Status and To Status from drop-down lists, select the Select Roles option and select one or more roles that can make the status transition, select the Required Fields for Status Transition, and click Save.
The work flow is now saved. When a user submits or edits the status of a document, he or she sees only the options that are allowed by the work flow.