Automatic Workflow Assignments


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Managing KnowledgeTree > DMS Administration > Document Metadata and Workflow Configuration > Automatic Workflow Assignments

KnowledgeTree's Automatic Workflow Assignment functionality allows you to configure your system to automatically assign workflows to documents by their document type, or based on the folder location.

 

There are three automatic assignment 'modes': by document type, by folder, or the default, which is 'none' (i.e. by default, workflows are not automatically assigned until you select either 'document type' assignment, or 'folder assignment').

 

 

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