Dynamic Workflow
Last updated
Last updated
1. Go to Workspace tab at the left of the page.
2. Choose the required document to process.
3. Choose your workflow: Linear or Dynamic.
4. Choose Assignee.
5. You can also put CC, Sub-Group, Attachment, Photos and Linked Document if you want and press Submit.
6. Click the three dots at the right of the document name and choose Request Approval.
7. Click on Request Approval.
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. The document will show In Review status.
14. Third assignee will review the document.
15. Third assignee can choose required button at top of the page.
16. Third assignee can Request Amendment and click Yes. The document will submit to second assignee again.
17. Second assignee will review the document again.
18. Second assignee can choose Resubmit.
19. Click Yes to resubmit the document.
20. Third assignee will review the document again.
21. Third assignee can choose Approve>Close.
22. Click OK to approve.
23. The document status has been approved.
