Add an item to workflow - Use Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Records

Platform
Perceptive Content
Product
Use Records
Release
Foundation 24.1
License

To add a document, folder, or shortcut to a queue in a workflow process, complete the following steps.

You can add to workflow using the document, folder, or a shortcut to the document or folder.
  1. Open the document or folder you want to add to workflow.
  2. In the Actions pane, click Add this folder to workflow or Add this document to workflow.
  3. In the Add to Workflow dialog box, select a process, select a queue, select a priority, and then click Add.