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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, 1 March 2018 Book now
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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:

Any feedback?

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