Move a document through a workflow

  2. Support
  3. Metadata, workflows and permissions
  4. Move a document through a workflow
Metadata, workflows and permissions
Other groups

The workflow and its current state are at the bottom of the metadata card, with the states the document can move to.

Move a document through a workflow

  1. Select the document and choose Change state from its context menu, or click the next state on the card.
  2. Pick the State. Only the transitions your vault allows are offered.
  3. Add a comment if you like, and click OK.

Documents assigned to you are in the Assigned tab.