When initiating a file down a workflow, do I need to select each document I want to route?

When initiating a file down a workflow, do I need to select each document I want to route?

No, when you route a file down a workflow you do not need to select multiple documents. Only routing one document is necessary. The user(s) assigned to the workflow will be able to see all documents located within the file, even if only one document was routed.

To route a document down a workflow:

1.  Click on the name of the document you want to route in the tree view. Do not check the boxes next to the document(s).
Note: The document you choose will be the document that contains all of the workflow task buttons for the entire workflow route. It will also be the first document to load when a user it has been routed to opens the assignment.

Because of this, the document you select should be related to the workflow you are using. For example, when choosing a Travel Permit workflow, you should route a Form VII-Travel Permit e-form, not an unrelated Photograph of the Juvenile. Depending on the workflow, the document you choose to route may vary.

 

 

2.  The selected document will open and you will be able to see it in your viewer.

 
3.  Select the Document Action Icon and select Route.  Select the workflow you want to route your document down.

 


a.  Enter any notes you would like the first user in the workflow to see, and click OK.


 
b.  You will receive a notification that the document was routed successfully.
 

 

 

 

 

 

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