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What is a Workflow Template?

A Workflow Template sets out the rules for a workflow. These rules include:

  • who needs to approve the document/s
  • in what order people need to approve the document/s
  • what happens when the final approval is given.

Any user with the asset Create/edit a workflow Template can set up a Workflow Template for each set of documents that go through an identical review and approval process.

Starting documents in a workflow

If you need to start documents in a workflow, you'll select an existing Workflow Template to start this process. Find out more about initiating a workflow.

Setting up Workflow Templates

You need explicit permissions to set up a workflow template in Aconex. Contact your Organization Administrator if you need to set up templates but don't have permission. They'll need to follow the instructions about User Roles and Workflows to give you permission.