You are here

Workflow Participants

Watch the first 30 seconds of the video to get an idea of what will be covered – then either continue with the video, or book a webinar and join in a live training session on the topic.

View a pre-recorded session now

Trainer
Presented by Danielle Borsato
Questions asked in this webinar: 

What’s the largest number of documents I can add to a workflow?

There’s no real limit to the number of documents you can add to a workflow but there is a limit on the amount that you can add to a workflow transmittal. There’s also a limit to the number of documents a person can review in a day.

If I reject a document, will it move back to the previous step in the workflow?

No. If a review is rejected, the only options are:
  • the workflow continues
  • the workflow is terminated and returned to the initiator.

Can I get someone else to review a document that I’ve been sent in a workflow?

You can delegate a document review to someone else in your organization. It will appear in the Awaiting Your Review section on their Tasks page.

Prefer to watch a live session? Book here:

Trainer Thursday, 7 December 2017 Book now
Trainer Thursday, 7 December 2017 Book now
Trainer Thursday, 14 December 2017 Book now
Trainer Thursday, 21 December 2017 Book now
Trainer Thursday, 21 December 2017 Book now
Trainer Thursday, 28 December 2017 Book now
Available in: 
English
Suitable for: 
People who need to review documents

How are workflows used on a project? How are document reviews tracked in Aconex?

If you have documents awaiting your review on the Aconex Tasks page, you need to know how to use the Aconex Workflows module.

  • Understand the basics of the Workflows module.
  • Learn how document reviews work.
  • Learn best practices for managing the review workload.
  • Grasp the techniques involved in reporting on document review progress.

By the end of this 30-minute session, you’ll have the skills to:

  • respond to documents awaiting your review
  • mark up a document using the Aconex Online Viewer
  • create workflow reports.

Prerequisites:

This session builds on the skills you’ll gain in this training:

Feedback