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Working with workflows and documents

You have the opportunity to collaborate digitally with other persons in your organization using workflows. Instead of carrying documents from desk to desk, in a workflow process the documents are part of a task which is forwarded or sent back from one person to another.

The function to collaborate by using workflows is optional. You can only participate in workflows, if your administrator has enabled the function and if you are granted the permission to participate in workflows.

Let's suppose, you received an invoice, which must be verified by several persons and finally must be approved by somebody. You want to initiate the appropriate workflow for this invoice.

This is how it works

  1. Select the document in the result list.

  2. Select the Start workflow context action.

  3. Select the appropriate workflow.

The document is then forwarded to the next person and the collaboration begins.