Adding Documents to Workflow - Workflow - English - Foundation 22.1 - OnBase - Premier - external - Standard - Premier - Standard

Workflow

Platform
OnBase
Product
Workflow
Release
Foundation 22.1
License
Premier
Standard

If the Document Type assigned to the open or selected document has been configured for Workflow, you can add the document to the initial queue of the configured Workflow.

  1. From an open document or the Document Search Results list, right-click the document and select Workflow | Execute Workflow.
  2. If the document is configured for one life cycle, Workflow launches automatically.
    If the associated Document Type is configured for multiple life cycles, you are prompted to select a life cycle and click OK. A message stating Document was successfully assigned to ‘life cycle name' is displayed.