The workflow process begins at the end of filing.
Docman automatically presents the user with a list of workflow recipients.
The user can cancel this screen to view other workflow options before selecting the recipients.
Workflow Types
iWorkflow uses single-click actions and quick steps to seamlessly distribute documents around the practice. Please note, this is only available to sites that have iWorkflow licensed and enabled.
Sequential workflows are sent to the recipients in the order that they were selected.
Broadcast workflows are sent to all recipients at the same time.
The following screenshots show how to send a Sequential workflow in the fresh new look. The same screens are used when sending a Broadcast workflow.
Select the Sequential workflow type.
Click Add Recipient to select the user you wish to send the workflow to.
Select the recipient from the selection list.
The user’s name appears in the recipient list. Multiple users may be added by selecting Add Recipient again.
Once all recipients have been selected, click Send to send the workflow.
