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Adding / Editing Notifications on Workflow States

This procedures Adds and Edits notifications.

Note: Adding notifications involves selecting the recipients to be notified when documents reach a specified workflow state.

Perform the following steps:

1.	Open the Document Metadata and Workflow Configuration section in DMS Administration; then, click Workflows to open the Workflows main page.

2.	In the Existing workflows section, locate the workflow you're configuring; then, click the Edit icon for this workflow to open the Workflow: [workflow name] page.

3.	Click States and Transitions in the Workflow Administration menu to open the States and Transitions: [workflow name] page.

4.	In the States section, locate the state you're configuring; then, click the Edit icon for this state to open the Manage State page.

5.	Click Notifications to open the Edit State Notifications page.

6.	Populate the Assigned field with the names of system users that are displayed in the Available field, and who require notification when a document in the workflow is in this state.

Note: Populate the Available field by clicking Show All to display all users, or define

filter criteria to sort users. Use the right-pointing and left-pointing arrows adjacent

to this field to move user names from Available to Assigned, or from Assigned

to Available.

7.	When you're done, click Update Notifications. The system opens the Workflow Notifications page, where you can view the notifications that exist per state in the workflow..

8.	Do you want to edit notifications on any state in the workflow?

•	Yes. Locate the state in the table; click the Edit icon to open the Edit State Notifications page. Go to step 6.

•	No. Exit this procedure.