Dynamic Workflow
Last updated
Last updated
1. Go to Workspace tab at the bottom of the page. Choose the required document to process.
2. Choose your workflow: Linear or Dynamic.
3. Choose assignee and click the Add Assignee button.
4. After choose the assignee, click Save button.
5. You can also put CC, Sub-Group, Attachment, Photos and Linked Document if you want and click Save.
6. Click the three dots at the right of the document name and choose Request Approval.
7. Click Request Approval button.
8. The status of the document will show as Submitted.
9. Second assignee will review the document.
10. After reviewing the document, second assignee can choose Approve>Proceed.
11. Choose next assignee.
12. After choose third assignee, click Submit.
Note: Work In Progress button will push the document to the owner. This process can be considered as "approved" for document that need more one approval.
13. Click Approve
14. The status of the document will show as Pending.
15. Third assignee will review the document. Third assignee can choose required button at bottom of the page.
16. If third assignee want to request amendment, choose Request Amendment button and click Confirm.
17. The document will pass to second assignee again and the status of the document will show as Pending.
18. Second assignee will review the document again.
19. Second assignee can choose Resubmit.
20. The document will pass to third assignee again and the status of the document will show as Pending.
21. After reviewing, third assignee can choose Approve>Close.
22. Click Confirm to approve.
23. The document showed Approved status.
