Allocating Workflows to Document Types
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Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Workflow Allocation by Document Types > Allocating Workflows to Document Types

This procedure Allocates a default workflow to a selected document type.

 

The workflow you select for each document type is automatically allocated to any document of a selected type, when documents of this type are added to the system.

 

Perform the following steps:

1.Open Document Metadata and Workflow Configuration in DMS Administration; then, click Workflow Allocation by  Document Types to open the Workflow Allocation by Document Type page.

 

2.Scroll down to the Workflow Allocations section on the page to view the list of existing document types.

 

3.Click the down arrow at the Workflow pick list adjacent to the relevant document type - i.e. the document type where you want to allocate a default workflow - then, select the workflow to automatically assign to documents of this type, when they're added to the system.

 

4.Do you want to allocate workflows to other document types?
•Yes. Go back to step 3.
•No. Go to step 5.

 

5.Click Apply.

 

 

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