Workflows

Workflow templates

Create a new Workflow template

Workflow templates set initiator options and workflow outcome rules, and specify defaults for workflow transmittals, and step completion rules.
Add steps to a draft workflow template

Add steps to your draft template to create the workflow. Use serial and parallel steps as needed to provide an efficient and effective process.
Edit workflow steps

Set the name of each workflow step and manage step participants. You can override the default step completion rules for an individual step if needed.
Remove steps from a draft workflow template

Delete steps that aren’t needed from a draft workflow template.
Activate a workflow template

You need to activate a draft workflow template before it can be used to create workflows. You can’t add or remove steps in active templates.
Copy a workflow template

You can save time by copying a similar existing workflow template and making any needed changes to create a new template.
Copy a workflow template to another project

Save time by copying workflow templates from one project to another. You’ll need to add attributes and participants to the copied templates.

Track workflow progress

Generate a document review report to help you track the progress of documents in workflows based on a specific workflow template.
Skip a step in a workflow

The workflow initiator can move documents in a workflow to the next step if needed. No step outcome is recorded for skipped steps.
Reassign a document in a workflow step to someone else

Workflow initiators can reassign a workflow step to a different person, either in their organization or another organization.
Terminate a document in a workflow

The workflow initiator can terminate documents in a workflow if needed.

Start a workflow from Documents

Search for and select documents to submit into workflow and follow the steps in the Workflow wizard to guide you through the task.
Start a workflow from a transmittal

Submit documents into workflow from a transmittal and follow the steps in the wizard to complete the task.
Start a subworkflow from a workflow assigned to you

When a sub-workflow is initiated, the document cannot be progressed in the parent workflow, until the sub-workflow is completed or terminated.

Open a workflow step from Tasks

Workflow transmittals are listed on the My Tasks page under Documents in the Awaiting Your Review task list. These tasks remain in the list until you action them.
Opening a workflow step from a workflow transmittal

You'll receive a workflow transmittal with the documents for your review attached. You can open the workflow step from this transmittal.
Review documents assigned to you in a workflow

You can replace a document in workflow with a file from your computer or Temporary Files, or markup the document in the online viewer.
Review multiple documents assigned to you in a workflow

Use bulk review to quickly apply review status, and comments to multiple documents.
Attach a replacement file to a workflow step

You can replace the document in a workflow step with a local file or a document in Temporary Files.
Markup changes in a workflow step in the online viewer

Use the online viewer to markup and save changes to documents you are reviewing in a workflow step.
Delegate a document in a workflow step to someone else for review

You can delegate documents assigned to you for review to another member of your organization when required.
Start a subworkflow from a workflow assigned to you

When a sub-workflow is initiated, the document cannot be progressed in the parent workflow, until the sub-workflow is completed or terminated.

Allow the retention of review status on supersede

Project owners can set whether the review status of project documents is retained when the documents are superseded.
Enable auto-registration of documents from workflow transmittals

For new organizations, auto-registration of documents from workflow transmittals is enabled by default.
Creating more review status labels for a project

Customize the name for each review status for workflows or supplier documents on this project to suit your needs, and enable or disable each review status as required.